How to Use Payment Requests in BakeSmart
Payment Requests in BakeSmart allow your bakery to collect payments online by sending customers a secure payment link directly from the App during checkout. Whether you need to take a deposit, collect a remaining balance, or offer a convenient remote payment option, BakeSmart keeps the process simple, fast, and fully connected to your order workflow.
This guide will walk you through:
- When and where to access Payment Requests
- How to send a Payment Request
- How to edit customer information before sending
- How to resend a Payment Request
- What happens after the customer pays
Step 1: Starting an Order with Customer Information
Every Payment Request begins with a customer profile. BakeSmart requires either a phone number or an email to create a profile, though we recommend collecting both for easier communication.
How to Start an Order
- Select or create a customer profile.
- Choose the pickup date, time, and location for the order.
- Build the order as normal.
💡 Tip: If the customer profile contains only a phone number and no email, you will not be able to send a Payment Request until an email is added.
Step 2: Opening the Payment Request Menu
Once the order is complete and ready for checkout:
- Click Process Payment.
- Select Payment Request from the payment options.
You will then enter the Payment Request screen, which displays:
- Recipient Email Address
- Amount
- Expires (default: 7 days)
⚠️ If the email field is missing, return to the customer profile, add an email, then return to checkout.
Step 3: Setting the Payment Amount
In the Amount field, enter the exact amount you want to collect.
This may include:
- A deposit for a future order
- A partial payment
- The full order balance
The amount entered here is the amount the customer will see when they open the secure payment link.
Step 4: Reviewing or Updating the Email Address
The Recipient Email Address field will automatically populate with the customer’s email on file.
You may:
- Use the email displayed
- Update it if the customer provides a different email
- Correct any typos before sending
💡 Tip: Edited emails do not overwrite the customer profile. They apply only to the current Payment Request.
Step 5: Setting an Expiration Date
Payment Requests default to a 7-day expiration.
You may adjust this based on:
- How quickly payment is needed
- Holiday or weekend deadlines
- Order production requirements
Choose a new date as needed before sending.
Step 6: Sending or Copying the Payment Request
BakeSmart offers two ways to deliver a Payment Request:
Send Payment Request
Sends the secure payment link directly to the customer’s email address.
Copy Link
Copies the payment link to your clipboard.
You may paste this into:
- A custom email
- A text message sent outside BakeSmart
- Your customer support inbox
- Any communication method your bakery prefers
Once a link has been sent or shared, the customer can pay immediately.
Step 7: What Happens After the Customer Pays
When the customer completes their payment through the secure link:
- The payment posts directly to the order
- The remaining balance updates automatically
- The Payment Request appears as Completed in the Payments section
- The order can move forward as normal
If needed, refunds can be processed through the App once payment has been submitted.
Step 8: Resending a Payment Request
If a customer loses the email or cannot find the original link:
- Open the order.
- Click Process Payment.
- Select Resend Payment Request.
💡 BakeSmart will send a fresh email with a new link.
🎥 Video Tutorial
A step-by-step video guide for using Payment Requests in BakeSmart is coming soon.
🔗 Related Articles
How to Take Payments in the App
How to Process External Credit Card Payments
How to Refund a Payment
How to Edit a Customer Profile
How to Set Up Credit Card Processing in BakeSmart
Understanding Order Payments and Balances
Keywords
Payment Request
Online Payment Link
Deposit Payment
Balance Due
Email Payment
Send Payment Link
Customer Payment
Checkout Payment
BakeSmart Payments