Checkout
Overview
The Checkout module under the Receivables suite empowers businesses to easily create, share, and manage payment links to collect funds from customers. Whether you're collecting one-time payments or recurring dues, checkouts are the simplest way to initiate a payment request without needing to set up virtual accounts or complex invoicing flows.
Checkout Creation Steps
Step 1: Click on the Create Checkout CTA in the Receivables section
Create Checkout CTA in the Receivables section
Step 2: Select the Country and the Currency
This step will determine the payment methods that will be available for your customers at checkout.
Step 3: Select the Payment Setup
Select One-time Payment when the customer is making a single purchase, and select Recurring Payment when the customer is being charged on a regular schedule, such as subscriptions plans.
Supported Countries: Recurring payment is currently supported in Singapore and Australia.
Create a One-time Payment Checkout
Step 1: Select the Payment Set Up
In Payment Setup, select One-time Payment
Step 2: Select the Capture Type
A Capture Type allows you to define how and when you want the funds to be collected from your customers after a card payment is authorized. The table below outlines the different capture types that Finmo supports for one-time payments.
| Capture Type | Description |
|---|---|
| Immediate Capture | Funds are captured immediately after authorisation. |
| Delayed Capture | Funds are automatically captured after a specified number of days set at checkout creation. When this option is selected, an additional field appears to configure the delay period. |
| Authorization Hold | Places a temporary hold on the customer’s card, confirming funds are available, with the final charge captured later. The capture must be done manually; otherwise, the authorization will be released. |
Delayed Capture and Authorization Hold will be applicable for Card Payment methods only.
Step 3: Enter the other fields
Enter the Amount, Description, Link Expiration Window & the Redirect URL
| Field | Description |
|---|---|
| Amount | Select a single amount when the customer is being charged a fixed total for the entire order, or select an item split when the customer is being charged for individual products or services separately. |
| Description | Provide an optional description for reference |
| Checkout Link Expiration | Configure the expiration window. By default, all checkout links expired in 48 hours |
| Redirect URL | Provide a URL to redirect customers after payment |
Step 4: Advanced Redirects (optional)
Configure the Advanced Redirect URLs for creating an enhanced post-checkout customer experience.
| URL | Description |
|---|---|
| Completed URL | Redirect customers here once the entire checkout flow is completed |
| Cancelled URL | Redirect customers here if they cancel the payment before completion. |
| Expired URL | Redirect customers here if the checkout session link expires before payment. |
| Failed URL | Redirect customers here if the payment attempt fails. |
| Succeeded URL | Redirect customers here when the payment is successfully captured. |
Step 5: Generate the Checkout URL
Upon filling the required fields, click on the Create CTA at the top right. Share the URL with your customers.
Step 6: Share the Checkout URL with your customers
When your customers open the URL, they will be able to pay in their preferred payment method on the checkout page.
Updated 14 days ago