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Ticket Event SMS Paylink Notifications

R
Written by Richard Thorne
Updated this week

Overview

TreezPay SMS Paylink Notifications allow retailers to automatically send secure payment links via text message (SMS) to their customers through ticket-event based triggers in Treez. This enables seamless remote payments and helps retailers increase sales conversion, accelerate checkout, and create a more flexible shopping experience.

Key Benefits:

  • πŸ’° Unlock new revenue opportunities: Send paylinks through Treez for providers not natively integrated into your online ordering channels (e.g., Dutchie, Weedmaps, Leafly).

  • βš™οΈ Centralized control: Manage SMS delivery conditions and timing directly through your Treez Notification Settings.

  • 🧾 Unified payment reporting: Every SMS paylink is generated and reconciled through TreezPay, giving you full transaction visibility and eliminating conflicts with third-party payment webhooks.

  • πŸ” Improved reliability: No lost or misrouted paylinks when switching payment providers β€” all SMS links now originate from within TreezPay.

  • πŸ’¬ Customer convenience: Text-based paylinks make it easy for customers to complete payments remotely with a single tap.


Version Support

  • v1 (68.6.0):

    • Supports SMS paylinks through the default ACH provider only.

    • Designed for ACH-based CNP payment workflows.

  • v2 (Upcoming Release):

    • Expands support to all Card-Not-Present (CNP) providers in the TreezPay network that offer SMS paylink capabilities.

    • Introduces configuration controls in the TreezPay Portal allowing retailers to designate their default SMS paylink provider.


How to Configure (v1)

  1. In TreezPay Portal > Payment Configurations > ACH

    1. Ensure your desired SMS paylink provider is set "Default"

  2. Navigate to SellTreez > Configurations > Config Page > Notifications

  3. Create a new Notification

  4. Select notification type = "SMS"

  5. Set desired ticket conditions

    1. Order Status

    2. Notification Time Range

    3. Order Type

    4. Order Source

  6. Toggle "Active"


How it Works (demo)


Configuration Notes

  • You can only create SMS paylink type notifications for UNPAID orders

  • Custom messaging is not available for SMS paylink type notifications

    • SMS copy is derived from the payment providers and varies by provider

  • **IMPORTANT** (Stronghold Only)- Deactivate Stronghold webhooks before activating SMS paylink notifications

    • Having both active concurrently will result in conflicting issues with the order's associated charge

    • Configurations > Config Page > Integrations > Webhooks > Deactivate Stronghold

Best Practices

  • Do NOT create more than 1 single SMS paylink type notification per order source

    • While currently possible in v1, you want to avoid any potential of multiple payment submissions on a single ticket

  • Consider creating a companion email notification that’s triggered just before or alongside the SMS paylink notification to provide customers with additional order context.

    • Pay provider SMS messaging varies by provider, and in some cases, wont contain any order details.

  • For Delivery order types, set the the notification to be sent to an earlier fulfillment stage to allow ample time for payment submission before ticket is moved into pre-set capture state.

    • Note: If payment authorized after ticket moved into capture state, Treez will still call to capture on complete.

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