Setting Up Buy Now Pay Later (BNPL) for Payment Links in Advisor's Growth

Setting Up Buy Now Pay Later (BNPL) for Payment Links in Advisor's Growth

Offering Buy Now Pay Later (BNPL) payment methods through Payment Links adds flexibility for your customers, potentially boosting your sales. Here's a step-by-step guide to help you set up BNPL options.

Overview of BNPL Payment Methods

BNPL allows customers to make a purchase and pay over time in installments. Supported providers include:

• Klarna

• Affirm

• Afterpay/Clearpay

Availability and Requirements

• Payment Provider: BNPL is available only for businesses using Stripe.

• Applicable Products: BNPL can only be used for one-time products, not recurring ones.

Benefits

• Increased Conversions: Providing BNPL options may boost sales by offering more flexible payment methods.

• Order & Transaction Details: All BNPL transactions are recorded under the Payments menu, just like credit card payments. Triggers for "Order Submitted" and "Payment Received" will continue to work as usual.

Migration and Availability

• Stripe Migration: Your Stripe account may already support BNPL, or the migration may still be in progress.

Configuring BNPL Payment Methods

You can customize which payment methods are available for different transaction types, including Payment Links. Here's how to manage the settings for BNPL:

• Invoice: Used for one-time or recurring invoices with auto-payments off. BNPL methods include Affirm, Klarna, Afterpay.

• InvoiceWithAutopayment: Used for recurring invoices with auto-payments enabled (BNPL is not available here).

• Store: For online stores. BNPL methods include Affirm, Klarna, Afterpay.

• Default: Used for other scenarios such as Payment Links and memberships, supporting Affirm, Klarna, Afterpay.

Turning Off a Specific BNPL Method

1. Select Configuration: Choose the relevant setup (Invoice, Store, etc.).

2. Select Payment Method: Identify the BNPL method to disable.

3. Turn Off: Toggle off the selected method.

Step-by-Step Guide to Enable BNPL Options

1. Access Payment Settings

   • Navigate to the Payments menu in Advisor's Growth.

2. Select BNPL Providers

   • Choose from Klarna, Affirm, and Afterpay/Clearpay for the Payment Links you want to enable.

3. Save Changes

   • Ensure that your changes are saved for the BNPL options to become active.

Order and Transaction Recording

All BNPL transactions will be logged under the Payments menu, similar to credit card payments. Triggers for "Order Submitted" and "Payment Received" will continue to work seamlessly.

Troubleshooting and Support

If you experience any issues while enabling or using BNPL, check the following support resources:

• How to Manage Payment Methods with Stripe Integration

• Contact Advisor's Growth Support Team for further assistance.