Once you have finished integrating the widget, you can configure the settings on your Payment Rails dashboard.

Step 1

The first step will be to set up the Branding

Business Name: Enter the name of your business

Business Url: This will the main address to your website which will display on the emails.

Brand Colour: Customize your emails with your brand colours. Simply choose the appropriate HEX code.

Icon (optional): You can also include your company's logo (as the background is white make sure your logo is a different colour)


Step 2

Then you need to configure the emails on the Emails tab.

Sending Email: The email that will display showing where the email was sent from (Note: It is important that the email is a subdomain so that it does not conflict with any existing email.)

Support Email: You can also display your contact email should your recipients need any support.

Displayed Address: You can also decide if you would like to display the company's business address.

Displayed Country: Add the post code and country

*It is important to ensure the details are entered in correctly the first time.


Step 3

In this step you will be able to select which details will appear in the widget. Simply enable the features you would like.

FAQ Link: Include a link to your FAQs with details on how to complete the details.

Display fees: You can decide whether or not you want to display the fees to your recipients. US Tax Collection: You can also collect tax information via the portal.

You can also decide whether or not you want to collect your recipients date of birth.


Step 4

In the Widget Style section, you can customize the widget with your company colours. 

The Preview window on the right will show you how the details will display on the widget.

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