Web App

Start plans quickly using our web app, which enables you to share a checkout form with your shopper by email, SMS, QR Code or URL.

Login

1. Proceed to Splitit Go, click Sign In.

You will be taken to a Login screen, where you can enter your email and password, use a passkey, or use your Google/Apple account to login.

Login with Email and Password

You should have obtained a username and temporary password via email from Splitit in order to login. If this is the first time you are logging in, you will be asked to reset your password. The system will then log you into Splitit Go. If you have not yet received this information, please reach out to support@splitit.com.

Resetting Your Password

If you forget your username and/or password, follow the steps below:

Step 1: Go to https://login.splitit.com and click the Forgot password? link at middle right.

Step 2: Enter your email address and click Reset Password. If your email is in the system, you will be sent a reset email.

Step 3: Click the Reset my password link in the email you receive.

Step 4: Update your password according to the requirements and click Save.

Step 5: Return to https://go.splitit.com to login.

Login with a Passkey

To use a passkey for login, you will need to set one up in your Splitit Hub portal (you must leave the Splitit Go portal and go to the Hub). While at the Hub, first you need to login with another method, then you will be able to set up a passkey in your account.

1. Login into your Hub account using email and password or Google/Apple authentication, then go to Personal Details on the dropdown menu under your Account ID at upper right:

2. Next click Create New Passkey:

3. Select where you'd like to save your passkey, e.g., in a browser, in iCloud Keychain, on another device, etc.:

4. Once successfully saved, you will be able to use your passkey in your Go account the next time you login.

Login with Google or Apple

Click the appropriate button to be redirected to Google or Apple, respectively.

Creating Installment Plans

1. Click Create Plan (the plus icon) at upper page left.

2. On the next screen, select your merchant (if you have more than one), select a currency (if you need a different one), and enter an amount for your plan, then click Continue.

3. Next choose a delivery method for your plan:

Email

1. Click on Email and a blank will open directly below

2. Enter your desired email, then click Send Payment Link (you can also Copy Payment Link and send it some other way).
3. You will be taken to a success page

QR Code

QR Codes are particularly useful for face-to-face interactions, enabling a shopper to scan a code from you.

1. Click on QR Code and your code will appear directly below.

2. Have your shopper scan the QR code or send them a link some other way by clicking Copy Payment Link.

SMS

1. Click on SMS and a blank will open directly below

2. Enter your desired phone number then click Send Payment Link (you can also Copy Payment Link and send it some other way)
3. You will be taken to a success page

Managing Installment Plans (Home)

Filtering Plans

The Splitit Go home screen shows a card for each one of your plans (you can also reach this screen by clicking Plans). Filter this list three ways:

1. By Merchant Account, if you have more than one, by clicking All Merchants at upper left

1. Click All Merchants to bring up a list of merchants in your account.
2. Selecting the Hierarchal tab lets you select more than merchant to view simultaneously (you can also Select All), while selecting Single Entity lets you select just one.
3. Choose Select to make your selection or alternately Cancel it.

2. By Status, by clicking the Processed, Pending, Expired and Failed bars in the middle of the screen, either singly or together

1. Click the respective bar to add the following types of plan to your selection:

• Processed means a plan has been processed, i.e. it's an active plan whereby the shopper has successfully completed the checkout, and so the installment plan is in progress
• Pending means that a plan has been created and sent to the shopper but has not yet been completed
• Expired means that the plan's payment link was not used within the time limit and has timed out
• Failed means that payment attempts were declined or that they require immediate attention

3. By Date, by clicking the pencil at middle right

1. Click the pencil at middle right (marked with a "3" in image above) to open a popup:

2. Select the Last 24 hours, Last 3 days or Last 7 days. Making a selection closes the popup and presents the selection. However, you can also click Custom Date to specify your date range:

Select a range then click Show when you are finished.

Plan Details

Click anywhere in an individual plan block to open its details.

The details page differs depending on the status of the plan, whether Processed, Pending, Failed, or Expired.

Processed Plans

Processed plans, i.e., the shopper has successfully checked out, have a details page that shows plan number, the delivery method, as well as the card used. It also includes extensive information about installment status, including amounts paid and remaining, the current installment number, as well as Payment History and Upcoming Payments.

Click Go to Hub here to be sent to the Splitit Hub, where you can get even more detailed information about the plan than the Go portal can provide.

Pending Plans

Pending plans (i.e., you sent out information but shopper hasn't filled out the form yet, as you can see in the Shopper Tracking panel), have a details page that shows the order id, plan number, the delivery method, as well as purchase amount. Click Resend to send the shopper the plan again (see Resending Plans) or Go to Hub to be sent to the Splitit Hub, where you will get more detailed information about the plan than the Go portal can provide.

Failed Plans

The details page for Failed Plans shows the failed plan number, the delivery method, the attempted credit card number, as well as the plan amount. Click Resend here to send the shopper the plan again (see Resending Plans).

Expired Plans

The Expired Plans details page shows the expired plan number, the delivery method, as well as the intended amount. Click Resend to send the shopper the plan again (see Resending Plans) or Go to Hub to be sent to the Splitit Hub, where you will get more detailed information about the plan than the Go portal can provide.

Resending Plans

For any given plan in the list for which the shopper hasn't successfully checked out (i.e., has a state of Pending, Failed, or Expired), you can click its Resend button either from the Plans List (main) view or the Plan Details view. This lets you send another link to your shopper using the same method you originally used, or potentially a different method.

In the right sidepanel that opens when you click Resend, your action will differ depending on the method you originally used (in all cases, you can also Change Delivery Method by clicking that button or simply Copy Payment Link to just send a checkout URL to your customer yourself).

If you used email

Check the email address (making any corrections), then click Resend Link.

If you used a QR code

View your code again in the right side panel and share with your shopper.

If you used SMS

Check the number (making any corrections), then click Resend Link.

Real-Time Notifications

Notifications keep you continuously updated on all activity related to your Splitit Go account, providing you information about the following, for example:

• Plans that have received successful payments
• Plan payment attempts that failed and thus need immediate attention
• Plans that timed out without a shopper payment attempt
• General plan engagement tracking, such as "Email Delivered" or "Link Opened"

To go to the Notifications center, click Notifications in the left-hand side panel.

In the Notifications Center, you can perform the following actions:

• Search for notifications by number or status using the search box

• Filter your notifications by All, Read, or Unread.

• Mark all notifications as read by clicking Mark all as read

• Filter notifications by time (previous 24 hours, previous 3 days, previous 7 days, or a custom date range using the calendar)