The instant payment feature in the Primefy dashboard is a powerful tool to streamline business transactions.
Whether for in-person sales, over the phone, issuing bank slips, or reducing the frequency of requesting your customer's personal data, instant payment enables a more efficient process where merchants input customer data directly into the system.
Here's a step-by-step guide on how to use instant payment in the Primefy dashboard:
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Access the Primefy Dashboard: Log in to the Primefy control panel using your login credentials.
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Navigate to the "Request Payment" Option: In the upper-right corner of the dashboard, locate and click on the "Request Payment" button.
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Choose the "Charge Instantly" Option: from the list of options.
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Define Payment Type and Method: Select the desired payment type, whether one-time or recurring. Then, choose the payment method among the available options: credit card, PIX, or bank slip.
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Enter Billing Details: Complete the fields with the customer's billing personal data, including name, CPF/CNPJ (tax identification), address, email, phone, and date of birth.
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Customize Your Charge: Take advantage of the flexibility of instant payment to customize the charge according to your preferences. Set up smart retries, define the maximum number of charges, and adjust other settings.
Instant payment is a valuable tool to optimize the transaction process and offer a smoother purchasing experience. By inputting data directly into the system, both the merchant and the customer save time and effort.
Advantages of Instant Payment:
- Speed: Conduct transactions quickly and efficiently.
- Convenience: Eliminate the need to input data repeatedly.
- Customization: Adjust settings according to your needs.
By following the guide above, you'll be able to use this option in your sales routine, providing a more agile and convenient process for your customers. For more information or support, our team is available to assist.