We’ve made it extremely easy for you to accept payments from customers inside text conversations without switching to a different application, or manually collecting and keying in your customers billing information into a POS terminal. Here’s how to accept payments via SMS or Facebook Messenger using Relay:
First-time Payment using SMS/Facebook Messenger
Customers paying you for the first time via SMS or Messenger will need to create a Relay profile in order to do so. This process takes just 2 minutes to complete. To help them get started, you can either:
- Text your unique Relay signup link (URL) to the customer/contact from your dashboard, Or
- Your customers or contacts can text the keyword Pay (Or Give for nonprofits) to your Relay enabled landline/toll-free number — this automatically sends them a signup link with instructions.
How to text your Relay URL to a customer or contact
On your messaging dashboard, click on the message options button next to the chat input box (button with the plus sign). Your Relay URL is located at the very top of the message options menu.
Clicking on the Relay URL tab populates the signup link in a message to your customer or contact. When someone signs up using your Relay URL, they’re automatically added to your dashboard as a customer.
Individuals without a Relay profile who attempt to text a payment (For example, texting $20) to your number, will automatically receive your Relay URL as a response. Once their profile is created, the texted amount is immediately charged to the debit or credit card saved to their profile, and the funds will be sent to your organization within 2 business days.
Customers with Relay Profile
When a customer with an existing Relay profile is ready to pay for an order, simply ask the customer to text the order amount to your business. For example, texting “$15 for Thai Noodles” or “$42.50 for bathroom repair” to your Relay enabled number will automatically charge the customer’s payment card saved to their profile.
Relay automatically sends out a text message to your customer confirming the purchase, as well as an email receipt for their records.
In the event a customer requests a refund, you can easily process this by visiting the customer’s profile inside Relay and locating their transaction history on the right-hand side of the page. Click on the refund button next to the amount, enter refund amount, select refund reason, and click the “Issue refund” button to complete the process. You can also issue refunds from the transactions dashboard following the same steps.
Still have questions? We’ll be happy to help; just send us a text message here [relay_dashboard_number], or email us email@example.com.
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