How to generate payments on easypay’s Backoffice

1- Multibanco Reference

How to give Multibanco reference instruction manually in easypay’s Backoffice?

1. Log into Backoffice;
2. ‘Multibanco Reference‘ menu and ‘New Multibanco Reference‘;
3. Choose the reference that fits the intended transaction;
4. If applicable, choose the desired date for the validity of the reference (min. 24h);
5. Amount – min. 1 euro;
6. Fill in the optional fields for future identification;
7. ‘Submit‘;
8. Once the payment has been successfully made, it will appear in the menu ‘Payment Account‘, ‘History‘;
9. For more questions, consult the ‘Payment Account Manual’ located in the lower right corner of Backoffice easypay.

2- Direct Debit

How to make a Direct Debit in easypay’s Backoffice?

1. Login to Backoffice;
2. ‘Recurring Payments‘ menu and ‘New Authorization‘;
3. Start by choosing the payment account where you want it credited;
4. Amount – debit amount (greater than 1 euro);
5. Fill in the remaining fields with your customer’s data;
6. Period – choose how often the debt is charged
7. Choose the maximum number of debits to be made (if none – “0”);
8. Choose the deadline for transactions;
9. Put ‘yes’ in ‘controlled by easypay’ if the charge is easypay’s responsibility;
10. Choose the date of the first debit;
11. Enter your customer’s account information (Account holder name and IBAN)
12. ‘Submit‘;
13. If you have more questions, please refer to the ‘Payment Account Manual’ available in the lower right corner of Backoffice easypay.

3- Visa e Mastercard cards

How to generate a Visa and Mastercard payment in easypay Backoffice:

1. Pay attention to safety rules;
2. Log into easypay Backoffice;
3. ‘Multibanco Reference‘ menu and ‘New Multibanco Reference‘;
4. Choose the reference that fits the intended transaction;
5. If applicable, choose the desired date for the validity of the reference (min. 24h);
6. Amount – min. 1 euro;
7. Fill in the optional fields for future identification;
8. ‘Submit‘;
9. Go back to the ‘Multibanco References‘ menu and then ‘Multibanco Reference listing’;
10. Choose the ‘Link visa‘ option on the right side;
11. Copy and send the link to the customer so that he can make the payment;
12. Once the payment has been successfully made, it will appear in the menu ‘Payment Account‘, ‘History‘;
13. For more questions, consult the ‘Payment Account Manual’ located in the lower right corner of Backoffice easypay.

4- MBWay

How to file a payment request by MBWay in Backoffice easypay?

1. Log into Backoffice;
2. Menu ‘MBWay’ and then ‘Create Authorization or Purchase‘;
3. Choose the payment account you want to be credited to;
4. Amount – Min. 1 euro;
5. Then fill in your customer’s details;
6. It is mandatory to write your customer’s mobile phone contact (not forgetting the country code you are associated with);
7. Then indicate the type of operation you want:
   • Authorization – you first make the authorization request and then you have 7 days to capture the payment (when you are unsure of the amount you will charge)
   • Purchase – immediate receipt of payment
8. Use the description field to identify the order detail (it will appear on the customer’s mobile phone screen);
9. ‘Submit‘;
10. The customer will have 3 minutes to approve the operation;
11. In the ‘MBWay‘ menu, ‘List‘ and then ‘Authorizations and Purchases‘ menu you can see all orders and their status (where you can find the option to Capture, Cancel and History);
12. For more questions, see the ‘Payment Account Manual’ located in the lower right corner.