PayEmail offers a simple and efficient way to collect payments using Gmail as your payment gateway. With PayEmail, you can quickly send payment requests directly from your Gmail inbox without the need for external platforms or complicated setup processes. This guide will walk you through creating your first payment form using PayEmail, and streamlining your payment collection for clients, customers, or personal use.
Step 1: Install the PayEmail Add-On for Gmail
Before you can start sending payment forms via Gmail, you need to install the PayEmail add-on.
- Open the Google Workspace Marketplace:
- Navigate to the Google Workspace Marketplace by searching for “Google Workspace Marketplace” in your browser or accessing it through your Gmail interface.
- Search for PayEmail:
- In the search bar, type PayEmail and select the official PayEmail app.
- Install the Add-On:
- Click Install and follow the prompts to authorize PayEmail within your Gmail account. Once installed, you’ll see a PayEmail icon in the right-hand panel of your Gmail inbox.
Step 2: Link Your Payment Account
PayEmail requires you to link a payment account to process transactions. If you haven’t already, follow these steps to link your preferred payment method.
1. Open PayEmail in Gmail:
- Once the add-on is installed, click on the PayEmail icon in the sidebar of your Gmail window.
2. Create or Log in to Your PayEmail Account:
- If you already have a PayEmail account, log in using your credentials.
- If you’re new to PayEmail, create an account by following the sign-up instructions. You’ll need to verify your email address and provide basic account information.
3. Connect Your Payment Method:
- After logging in, you’ll be prompted to connect a payment method such as PayPal or Stripe. PayEmail supports various payment processors, making it versatile for both personal and business transactions.
4. Set Default Currency and Preferences:
- In your account settings, set your preferred currency, default payment amount (if any), and other preferences to simplify future payment requests.
Step 3: Create Your First Payment Request in Gmail
Now that your PayEmail account is set up, you can create and send your first payment request directly through Gmail.
1. Compose a New Email:
- Open Gmail and click Compose to create a new email message.
2. Add Payment Information:
- In the email body, write the message you want to send to the recipient, such as an invoice for a product or service. You can include additional details like the purpose of the payment, description of services, and due date if applicable.
3. Activate PayEmail:
- Before sending the email, click the PayEmail icon located in the Gmail toolbar. This will open the PayEmail interface within the email composer.
Set Payment Amount:
- In the PayEmail interface, enter the amount you’re requesting. You can specify the currency, and if needed, add multiple items with their individual prices.
Add a Payment Description or Invoice:
- You have the option to attach a description or invoice file within the PayEmail request, making it easier for recipients to understand the transaction.
Insert Payment Link:
- Once you’ve entered the payment details, click Insert Payment Link. PayEmail will generate a unique payment link that gets embedded directly into the email.
- The recipient can click this link to make a payment using their email, streamlining the process without needing any extra forms or complicated procedures.
Step 4: Send the Payment Request
Once you’ve inserted the payment link and finalized the email content, it’s time to send the payment request. Once the recipient completes the payment, you will receive a confirmation email, and the payment status will be updated in your PayEmail dashboard.