By connecting MONEI, your agent can generate a payment link from your own MONEI account directly in the conversation with a customer — with Bizum as the primary method, plus card and any other methods you’ve activated — to charge for a booking, a deposit or any amount you define. Your provider never touches your money: the customer pays on MONEI’s page, with your own payment methods configured there.
What you getBy connecting MONEI, your agent can generate a payment link from your own MONEI account directly in the conversation with a customer — with Bizum as the primary met…
Before you startNotice — Dashboard access — an unconfirmed point It hasn't been possible to confirm whether access to MONEI's Dashboard (and therefore to test mode) requires prior …
In MONEI: generating the API keyRequirements: a MONEI account (section 2).
In Platform: connecting MONEIRequirements: Admin role; the API key from section 3.
Which actions to activate, and for whomConnecting MONEI doesn't activate the panel action on its own — it's born off, the same "nothing on by default" principle that governs the rest of your ag…
Testing the connectionWith MONEI already connected, the detail's Status tab includes a Test connection button that checks, on the spot, that the saved key is still valid against MONEI's …
Using it from the agent, from flows and from the Payments screenWith the tools activated (section 5), your agent can generate a payment link while chatting:
Common problemsCan I connect MONEI and Stripe at the same time?
Disconnecting MONEI and what happens to your dataRequirements: Admin role.