Smackdab Pay is your all-in-one solution to effortlessly send and receive payments directly through your invoices and checkout forms—all without ever leaving the Smackdab!
Powered by our trusted partner, Forward, this feature provides a seamless and secure way to link your bank account, collect payments, and manage payouts in a compliant and user-friendly environment.
Here’s How Smackdab Pay Streamlines Your Workflow:
Easy Bank Connection: Securely connect your organization's bank account to start sending or receiving payments right away.
Accept Payments Your Way: Give your customers simple ways to pay you through professional invoices sent from Smackdab or directly on your hosted and embedded checkout forms.
Direct Payouts, No Hassle: Funds are sent directly to your linked bank account, making your cash flow simple and predictable.
Modern Payment Options: Offer your customers the convenience of popular digital wallets like Apple Pay and Google Pay to make their checkout experience even smoother.
Track Everything in One Place: Keep a close eye on your payment setup and the status of every transaction directly from within your CRM, giving you complete visibility and control.
How to Access Smackdab Pay Settings
Go to "Settings":
Navigate to Settings from the main menu.-
Click on "Sales":
From Settings, click on Sales.
Click on "Smackdab Pay":
In the Smackdab Pay section, you'll be able to set up Smackdab Pay or check on details about this payment type.
Where Smackdab Pay Is Used
Smackdab Pay is seamlessly integrated into two of our most powerful features to make getting paid incredibly simple:
Invoices: Effortlessly send professional invoices that include a built-in "Pay Now" link, powered by Smackdab Pay, so your customers can settle up in just a few clicks.
Checkout Forms: Easily share or embed our sleek checkout forms to collect both one-time payments and recurring subscriptions from your customers.
These tools provide a smooth and professional experience, allowing your customers to pay you instantly using their preferred method, including credit/debit cards, bank transfers, Apple Pay, and Google Pay.
Getting Started with Smackdab Pay
Click on "Smackdab Pay" in Settings.
Click "Set Up Smackdab Pay".
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Fill out the onboarding form with your:
Business details
Bank account information
Verification documents (if required)
Submit the form and await verification.
Once your application is approved, your Smackdab Pay account will be fully activated.
Post-Verification Details
After your Smackdab Pay account is verified, you can review all associated details within the "Smackdab Pay" section, under Settings. You’ll be able to see:
Field: Description
Application ID: Unique identifier for your Smackdab Pay setup
Account ID: The account created with our payment partner (Forward)
Plan ID: Associated pricing or feature plan ID
Link URL: A reference link to your original onboarding form
Business Name: Your registered entity name used for payment processing
Status: The current verification or activation status of your account
Apple Pay Setup
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Click "Apple Pay":
In the Smackdab Pay section, locate the Apple Pay field.
Click "Send Request".
Our team will begin the process to enable Apple Pay for your domain.
Once enabled, Apple Pay will become available on your checkout and invoice payment pages.
Google Pay Setup
Click "Google Pay":
Go to the Google Pay field under Smackdab Pay settings.Click "Setup".
You’ll be prompted to enter your Google Pay Merchant ID.
Once configured, Google Pay will be automatically available as a payment method for invoices and checkout forms.
Security and Compliance
All payments through Smackdab Pay are:
PCI-compliant
Tokenized and encrypted
Monitored for fraud and chargebacks
Settled securely into your verified bank account
Smackdab partners with Forward to ensure all financial operations are secure, compliant, and scalable.