How to get started (ETA < 10 mins)

Create a new merchant and generate your first PtreePay link.

1. Register a test merchant using your email address and a password of your choosing
2. Check your email to verify and activate your account
3. Login with your email address, password and a one-time passcode (OTP)
4. Navigate to the Home screen
5. Enter a name for your PtreePay link, e.g., MyFirstLink
6. Choose "One-shot Link" as the link type to capture a single payment
7. Set the amount, e.g., $220, then click "Create"

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Stylish Payments

Payment link names are intended to be used in the same way as social media hashtags. You can give your links unique names, e.g., that include the name of your business - MyBizIncSummerSpecial. Alternatively link names can share a common or trending name that aligns with social media trends or seasonal marketing, e.g., EarthDay2025.

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Use cases

See how flexible our solution is by exploring sample use cases and scenarios. Some scenarios are based on customer conversations. If you have a particularly unique or interesting use case in mind feel free to contact us and it may influence a future scenario.

Table of contents
* Easy Single (One-Shot) Payments - Invoice Example
* Flexible Group (Splice) Payments - Reservation Example
* Painless Installment (Pay 4 Anything) Payments - Buy Now Pay Later Example
* Seamless Recurring Payments - Annual Billing Discount Example

Easy Single (One-Shot) Payments - Better Invoicing

Scenario: You're a successful dietitian offering personalized consulting sessions. Your typical session is 1 hour and costs $80

1. Login with your email address, password and a one-time passcode (OTP)
2. Navigate to the Home screen
3. Enter a name for your Wallet-safe payment link, e.g., HealthyLives1hourConsult
* TIP! Save time if you offer standardized services or packages by naming your Wallet-safe payment links accordingly!
4. Choose "One-shot Link" as the link type to capture a single payment
5. Set the amount, e.g., $80, then click "Create"
6. Share that link with a specific customer, email list or embed it in a social media post so prospective customers can find and reserve a session
* TIP! You can also share or print the QR code in a location that your customers can easily scan!

Note: A single Wallet-safe payment link can capture payments from multiple customers. Each customer will receive a unique receipt number so there's no confusion for them or you. Our reports will show the total payments received via a specific Wallet-safe payment link along with an individualized list of payments that could be reversed in the (unlikely) event of a cancellation.
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Flexible Group (Splice) Payments - Reservation Example

Scenario: You're a successful, sought-after, private chef doing private events and dinners.
A prospective customer contacts you to prepare a private dinner for three couples.
You've agreed on a theme, menu and date and the customer plans to split the cost of the event with the other two couples.

1. Login with your email address, password and a one-time passcode (OTP)
2. Navigate to the Home screen
3. Enter a name for your Wallet-safe payment link, e.g., AlleyneRSVP20220522
* TIP! Personalize your group links. They are intended to be shared within a group, but never across groups!
4. Choose "Group Link" as the link type to allow the cost to be split upfront among the couples
* TIP! The couples can evenly split the cost of the dinner before the event by passing the link among themselves and entering their credit/debit card details to confirm the number of couples attending and avoid post-event hassles collecting repayments from the other couples
5. Set the amount, e.g., $700, then click "Create"
6. Share that link with the point of contact for the reservation, who can, in turn, share it with the other couples
* TIP! As participants enter their payment details and email contact info everyone in the group will receive email notifications so it is easy to know who is in and has committed for dinner

Note: The total amount of the Wallet-safe link for dinner is split evenly across the committed debit/credit cards.
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Painless Installment (Pay 4 Anything) Payments - Buy Now Pay Later Example

Scenario: You have decided to offer a subset of loyal customers that participate in your rewards program an installment payment option (also known as Buy Now Pay Later/BNPL) as a new perk. Given recent trends and interest in BNPL you see this as an opportunity to explore how offering this option can smooth and add predictability to your cash flows while increasing the attractiveness of your rewards program.

1. Login with your email address, password and a one-time passcode (OTP)
2. Navigate to the Home screen
3. Enter a name for your Wallet-safe payment link, e.g., LoyaltyPackageP4A2022
4. Choose "Pay 4 Anything Link" as the link type to allow a customer to pay the total in four equal installments
* TIP! Merchants that allow customers to make installment payments with their credit/debit cards should enable the Card Account Updater option when choosing their Wallet-safe payment links service package to reduce the likelihood of card churn (missed payments due to card expiry or loss)
5. Set the amount, e.g., $200, then click "Create"
6. Share that link with the customers participating in your BNPL pilot. Their payments will be automatically split into 4 equal payments (spaced 2 weeks apart by default)

Note: Multiple customers can submit payments via the same installment payment link. Each initial charge will set up a new recurring series of payments to capture all four installment payments for each customer.
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Seamless Recurring Payments - Annual Billing Discount Example

Scenario: You run a service or subscription business and have decided to encourage customers to sign up for annual payments (instead of monthly payments) in return for a discount.

1. Login with your email address, password and a one-time passcode (OTP)
2. Navigate to the Home screen
3. Enter a name for your Wallet-safe payment link, e.g., GreenhouseYearly
4. Choose "Recurring Link" as the link type
* TIP! Merchants that allow customers to make recurring payments with their credit/debit cards should enable the Card Account Updater option when choosing their Wallet-safe payment links service package to reduce the likelihood of card churn (missed payments due to card expiry or loss)
5. Set the amount, e.g., $185, then click "Create"
6. Share that link with the customers

Note: Multiple customers can submit payments via the same recurring payment link. Each initial charge will set up a new recurring series of payments to capture the payments for each customer.
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