Setting up BudPay as a Payment System
Tags: webdev, paymentgatewa, bestpaymentplatform, security
Published: 2023-05-26 12:53:13

Looking to set up BudPay as your go-to payment system? It's easy! But first you should know some of the amazing features that make BudPay stand out from other payment apps out there.
BudPay is a payment gateway that allows merchants to easily accept online payments from customers. With its easy-to-use interface and robust features, setting up BudPay as a payment gateway can be a quick and hassle-free process. In this article, we will go through the features of the BudPay merchant dashboard and provide a step-by-step guide on how to set it up.

## **Features of the BudPay Merchant Dashboard**
The BudPay merchant dashboard is a comprehensive platform that provides merchants with an array of features to manage their payment gateway. Here are some of the key features:
**Dashboard Overview**: The dashboard provides an overview of your sales, transactions, and account balance. It also shows recent activities, including payouts and refunds.
**Payment Gateway**: BudPay offers a seamless payment gateway that allows customers to pay with credit and debit cards, mobile wallets, and other payment methods. You can choose to accept payments in various currencies, including USD, EUR, and GBP.
**Payment Pages**: With BudPay, you can customize your payment pages to match your brand's look and feel. This feature allows you to increase customer trust and loyalty by providing a seamless payment experience.
**Payment Links**: BudPay also allows you to generate payment links that can be sent to customers via email, social media, or messaging apps. This feature is ideal for businesses that do not have a website or want to provide customers with a quick and easy payment option.
**Payouts**: You can initiate payouts to your bank account directly from the BudPay dashboard. This feature allows you to manage your cash flow efficiently and effectively.
Refunds: BudPay also offers a straightforward refund process that allows you to issue refunds to customers directly from the dashboard.
**Setting Up BudPay as a Payment Gateway**
Setting up BudPay as a payment gateway is a simple process. Here are the steps:

## Sign up for a BudPay merchant account 
Go to the BudPay website at https://merchant.BudPay.com/ and click on the "Sign Up" button.
Fill in the required information, including your email address, company name, and a password for your account. You will also be asked to select the country where your business is located.
Review the terms and conditions and privacy policy, then check the box to indicate that you agree to them.
Click the "Create Account" button to submit your information and create your BudPay merchant account.

![Interface of the Sign up & Sign in page](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/a9qlil33ag4qy3ktrps0.png)
**Image: Interface of the Sign up & Sign in page**


![Message Registration Successful](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/wqeqd64ilb6u7w2jlgo8.png)
**Image: Message Registration Successful**


Once your account is created, you will be taken to your dashboard. From there, you can start setting up your payment pages and configuring your account settings.

![Dashboard after signing up](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/y1lq4zohzxnae88sjlp0.png)
**Image: Dashboard after signing up**


## Verify your account
After signing up, you will receive an email from BudPay asking you to verify your account. Follow the instructions in the email to complete the verification process.
Log in to your BudPay merchant dashboard using your registered email address and password.
On the dashboard menu, click on "Account Setting" to access the verification page.
Fill in your personal details, including your name, date of birth, and address.
Upload the necessary documents to verify your identity, such as a government-issued ID card, passport, or driving license.
Upload the required documents to verify your business details, such as a business registration certificate, tax ID, and bank statement.
Once all the required documents have been uploaded, click on the "Submit" button to submit your verification request.
BudPay will review your documents and notify you of the verification status via email.

![Verified Account](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/1ybeltdal8wav6v51tzm.png)
**Image: Verified Account**


## Add payment methods
By following these step-by-step instructions on the BudPay settings page, you can easily remove a payment method from the list associated with your BudPay merchant account. This allows you to customize and manage the available payment options according to your preferences and business requirements.
Log in to your BudPay merchant account dashboard.
Once you're logged in, you will be redirected to the BudPay merchant dashboard. Look for the menu or navigation bar and click on the "Settings" tab or link to access the settings page..
On the settings page, explore the menu options to find the "Payment Methods" section. This section contains the list of payment methods currently associated with your BudPay account.


![Payment Method](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/he9sir86as2gpczqwo30.png)
**Image: Payment Method**
Within the Payment Methods section, you will see a list of the payment methods that are currently available for your account. These methods include cards, mobile wallets, transfer, USSD, and Momo.
Review the list of payment methods and identify the specific one that you wish to remove. 
To disable any multiple payment method, please hold down CTRL or COMMAND key on your keyboard and click on the desired payment method and click on “Disable Payment Method.”
After confirming the removal, the payment method will be deleted from your list of available payment methods. You will see your disabled payment methods under the “Disabled Payment Method” tab.

![Disabled Payment Method](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/platusdpfwnoljl7947g.png)
**Image: Disabled Payment Method**

## Set up payment pages
BudPay allows you to customize your payment pages to match your brand's look . Generating payment links through BudPay simplifies the payment collection process for merchants and provides customers with a convenient and secure way to make payments. Whether it's for product purchases, services rendered, or donations, the payment links feature empowers merchants to efficiently manage their transactions and facilitate smooth payment interactions with their customers.
Log in to your BudPay merchant dashboard using your registered email and password.
Click on the "Payment Pages" tab on the left side of the dashboard under “Business”.
You have two options. You can either request for a payment, or create a payment link. 

![Request payment page](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/savhprs9nuqfr3zmut2r.png)
**Image: Request payment page**
Enter email or phone number of the payer. (For multiple payments, you will separate with commas). See image Below.

![Multiple payouts](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/sbizit70elp6y7sx2ai5.png)
**Image: Multiple payouts**


Select the currency you want to receive payments in.
Add any additional information or fields you want to include on the payment page, such as shipping address or billing information.
Publish the payment page by clicking on the "Request Payment" button.
Click on “Manage Payments Links”, you will find all requested payments and generated links. See image below.

![Manage payment Links page](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/i8l3sqrh238wm0dth6of.png)
**Image: Manage payment Links page**
Copy the payment link and share it with your customers through email, social media, or any other platform.

## Generate payment Links
If you want to generate payment links, you can customize the payment links by following the steps below:
Log in to your BudPay merchant account on the dashboard.
Click on "Payment Page" on the left sidebar menu under the “Business” tab.
Select "Create Payment Link" and choose the payment method you want to use.
Name your payment page and add a description.
Set the currency and the price of your product or service.
Choose the URL of your payment page. (Optional)

![Creating payment Link](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/gtpa6dfif8i4ea14l192.png)
**Image: Creating payment Link**

Click on "Create Payment Link" to generate the payment link.
Copy the payment link and share it with your customers through email, social media, or any other platform.
The images below shows how the Payout will look like


![Payment page](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/nnh8broqg7joem9dnt95.png)
**Image: Payment page**
			

## Request payouts
This feature in BudPay offers merchants a convenient and efficient way to initiate and manage their payout transactions. It empowers merchants with a reliable and user-friendly platform to initiate, manage, and track their payout transactions efficiently. By offering flexibility, security, and transparency, BudPay ensures a smooth payout experience for merchants and facilitates effective financial management.
Log in to your BudPay merchant dashboard and navigate to the "Pocket" tab and there, you will find “Transfer”.
Click on "Request Payout" under “Transfer”.
Fill in the required payout details, such as the payout amount and currency.
Specify the recipient of the payout by providing their relevant information, which may include their bank account number, mobile money wallet number, or other payment details.
Double-check the accuracy of the provided information to ensure a successful payout.
Enter the amount you want to payout and select the currency you want to use.
Review the details of the payout and click “Proceed" to initiate the payout.

![Filling Request Payout](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/yvznybq5mn92mqggjg6k.png)
**Image: Filling Request Payout**

You will be asked to verify the payout by validating your PIN. If you have not set your PIN, click on the button link “here” as in the image below.

![Verifying Request Payout](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/lmmv8n6r2gqk54wd1us6.png)
**Image: Verifying Request Payout**

After submitting the payout request, BudPay will process the transaction and verify the provided details.
You will receive a confirmation message or notification on the screen, indicating that your payout request has been successfully submitted.
BudPay may also send you an email confirmation with the details of the payout request.
You can track the status of your payout request within your BudPay account.
Log in to your BudPay dashboard and navigate to the "Manage Payouts" section.
Look for the specific payout request you submitted and check its status, whether it is "Pending," "Processing," or "Completed."

Await Payout Completion: Depending on various factors such as payment processing time and recipient's payment provider, the payout may take some time to be completed. Be patient and allow sufficient time for the payout to be processed and transferred to the recipient's account. BudPay will notify you once the payout is successfully processed and completed.

## Creating Invoices
Creating invoices using BudPay is a straightforward process that enables merchants to streamline their billing and payment operations. By following these step-by-step instructions, you can easily generate professional-looking invoices and efficiently manage your invoicing tasks using the BudPay platform.
Log in to your BudPay merchant.
Once you're logged in, you will be redirected to the BudPay merchant dashboard. Look for the menu or navigation bar and click on the "Invoice" tab under the “Business” section.
On the invoice management page, locate and click on the "Create New Invoice" button. This action will take you to the invoice creation form.
In the invoice creation form, enter the necessary details for the invoice. The image below shows typically what is included in the information:

![Creating Invoice](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/453r9kju7sks2b0mt8bo.png)
**Image: Creating Invoice**
Before finalizing the invoice, take a moment to preview and review the entered details. Ensure that all information is accurate, including the pricing.
After creating the invoice, you can track and manage it within the BudPay merchant dashboard. Monitor the invoice status, payment updates, and any related activities from the invoice management section.

![Manage invoice](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/bcwpgrrleadx982cqq47.png)
**Image: Manage invoice**

## Need Help?
If you have any questions or need help getting started, don't hesitate to contact the BudPay support team. They're always happy to help! You can also join the community for easy access to information and other developers of BudPay. https://discord.gg/K7eXSD4A