Using Capchase Pay - short how-to videos

1. Qualify your customers instantly

Your first step to qualifying your customers for the Capchase Pay flexible payment method is to “Create a buyer,” which you can do individually or in bulk. Once you create the buyer, we run an eligibility check on them behind the scenes, which takes about 1-2 minutes. Once your Buyer is approved, you can move on to the next step of creating a payment link. 

Create a buyer

Helpful articles: 

1. How the KYB process works for our buyers
2. Which countries Capchase Pay supports
3. What are the eligibility criteria for our buyers?

2. Offer flexible payment options to your customers

You can now easily create installment options for your customer that you share via a Payment Link. It will include the details of the services agreement and the payment schedule to provide clarity to your customer. Through the payment link, your customer can choose a payment method, safely provide their payment details, and easily sign the payment agreement with Capchase. 

Here are some how-to resources to help you with each feature:

1. Create a payment link
   
2. Edit a payment link
   
3. Create a payment link with multiple service or line items
   
4. Create a payment link with the upfront payment option 
   
5. View buyer’s experience receiving a payment link
   

Helpful articles: 

1. What payment methods Capchase Pay offers my customers
2. Creating deals with multiple items
   
   
   
   
   
3. Send the personalized payment link along with your contract

You can email the payment link, share it via Slack or text, or paste it into your closing process (such as an eSignature process flow). 

1. Preview a payment link
   
2. How to track and manage your deals
   

Helpful articles:

1. Payment processing times
2. Deals status

Log-in to Capchase Pay

Check out more resources to support you while using Capchase Pay. 

You’re in good company, sales teams love using Capchase Pay:

“Capchase Pay helped us win a customer where there was a lot of buying friction due to price sensitivity and procurement rigor. Capchase made the process very smooth for me and my customer.”