How do I use Click 2 Pay to create a payment?

Step 1: Log In

1. Access the Paytia merchant portal by logging into your account.

Step 2: Navigate to the Click 2 Pay Settings

1. Once logged in, click Configure Telephony from the left-hand menu.
2. Under the Configure Telephony section, click on Manage Click 2 Pay Button. This opens the Click 2 Pay settings.
   
   

Step 3: Customize Your Click 2 Pay Button

1. Customize Appearance:
   • Enter a name for the button in the Button Name field.
   • Choose Button Text Color, Button Color, and Background Color by specifying the color codes.
   • Select the Font Size and Font Family for the text displayed on the button.
     
     
2. Select a Number:
   • From the User Numbers dropdown menu, select the number you want to associate with the button.
     
     
     
3. Generate Unique ID:
   • Each button comes with a Unique ID that allows tracking customer interactions. Ensure this ID is correctly noted for your records.

Step 4: Generate the Click 2 Pay Button Code

1. Once all settings are finalized, click Create Code.
   
   
2. Review the generated HTML code. You will see options to Copy, Update, Delete, or Preview:
   • Copy: Copies the button code to your clipboard for integration.
   • Update: Allows modifications to the button settings. Click this option, make changes, and save them by clicking Update Code.
   • Delete: Removes the button and its associated code.
   • Preview: Shows how the button will look on your website.

Step 5: Save the Code as an HTML File

1. Open a text editor like Notepad.
2. Paste the copied HTML code into the editor.
3. Save the file:
   • Click File > Save As.
   • Set Save as type to "All Files."
   • Name the file (e.g., Click2pay.html) and ensure it ends with the .html extension.
     
     

Step 6: Test and Share the Button

1. Open the saved HTML file in a web browser to verify the button's appearance and functionality.
2. Share the generated URL with your customers.
   
   

Step 7: Customer Interaction

1. When the customer clicks the Click 2 Pay button, they will be prompted to allow microphone access.
   
            
2. Upon granting access, the system connects your customer to your business through Paytia's WebRTC service.

Step 8: Process the Payment

1. Once connected, process the payment as you would during a phone interaction.
2. Click 2 Pay ensures a secure connection and prevents common issues, such as dropped DTMF tones during phone payments.
   
   

Tips for Using Click 2 Pay

• Always use a secure HTTPS URL for embedding the button.
• Avoid placing the code in the header or footer of your website.
• Do not embed the code in an iframe section to maintain compatibility.
  
  

By following these steps, you can effectively use Paytia’s Click 2 Pay feature to simplify and secure your payment process.