Complete the minimum required setup to activate RMS Pay and start taking payments.

Overview

Once you have completed Know Your Customer (KYC) and it has been verified, you can continue with the next steps.

These steps are the minimum required for going live with RMS Pay in RMS 9+.

At the end of this article, you will find optional functions and additional training content that can be configured at any time after you are live.

While completing the following steps, we recommend that anyone who will be using RMS Pay first completes the ‘RMS Pay – User Guide’ in RMS University for familiarity.

What is RMS Pay?

To reduce confusion around terminology:

• RMS Pay is the RMS payments solution that includes:

  • The RMS Pay Module (which you activate in Module Market),

  • The RMS Pay Payment Gateway (used for online and card‑not‑present transactions),

  • RMS Pay Functions in Security Profiles (permissions for settlement, chargebacks, etc.), and

  • RMS Pay Contacts (email contacts for chargeback notifications and updates).

In this article:

• When we say RMS Pay Module, we mean the product you activate in Module Market.

• When we say RMS Pay Payment Gateway, we mean the payment gateway you select in Receipt Types and Online Options.

• When we say RMS Pay Functions, we mean the permissions configured in Security Profiles.

• When we say RMS Pay Contacts, we mean the nominated contact people in Contacts.

Part 1 – Essentials: Required to Go Live

The following sections are required before you start processing live transactions with RMS Pay.
 

Activate the RMS Pay Module

1. In the Side Menu of RMS 9+, navigate to Module Market.

2. Select the Property (Optional for single‑property setups; required if you operate multiple Properties in the same RMS database and want to activate RMS Pay for a specific Property).

3. Select 'Activated'.

4. Click on the 'Locked' icon on the RMS Pay Module.

5. Enter the Daily Password.

   What is the Daily Password?
   The Daily Password is a time‑limited activation password provided by the RMS Customer Success Team for secure module activation. It changes regularly and is used only for enabling modules such as RMS Pay.
   You will need to contact the RMS Customer Success Team in your region to obtain the Daily Password.
    

6. Click 'Confirm' to complete activation of the RMS Pay Module.
   
    

Enable RMS Pay in Receipt Types (RMS Pay Payment Gateway)

To perform a Receipt using the RMS Pay Payment Gateway, it must be enabled in your Receipt Types.

1. In RMS, go to Setup > Accounting > Accounting Options > Receipt Type.

2. Select the Property (Optional for single‑property setups; required if you have multiple Properties).

3. Navigate to 'Receipt Types'.

4. Enable receipt type 'Credit Card (Payment Gateway)'.

5. Save & Exit.
   
    

Configure Security Profiles (RMS Pay Functions)

To control who will have access to RMS Pay Functions, configure the relevant Security Profiles.

1. In RMS, go to Setup > Users > Security Profiles.

2. Edit the required Profile.

3. Enable access to the relevant RMS Pay functions under:

   • Accounting > RMS Pay

   • Chargebacks

   • Pay By Link Status

   • Report Screens > Management

   • RMS Pay Settlement

4. Save & Exit.
   
    

RMS Pay Contacts (Required for Chargeback Notifications)

Once all users have logged out and back into RMS 9+, you can nominate RMS Pay Contacts.

Should RMS Pay need to contact you for any reason (e.g. Chargeback Notifications, updates), you will need to nominate the primary contacts.

• Up to 3 contacts can be nominated.

• These contacts will receive emailed chargeback notifications and other RMS Pay communications.

To nominate the Primary Contacts

1. In RMS, go to Setup > Property Options > Contacts.

2. Select the Property (Optional for single‑property setups; required if you operate multiple Properties).

3. Navigate to RMS Pay.

4. Click on the 'Add' + icon to add a Contact.

5. Select and save the appropriate Contacts.
   
    

Part 2 – Optional Setup (Configure After Go Live as Needed)

The following sections are optional and can be configured after the essential steps, based on your use of RMS Pay.
 

Onboarding EFTPOS/Credit Card Terminals (Optional)

If you have RMS Pay EFTPOS/Credit Card Terminals to activate, you will need to contact the RMS Customer Success Team for terminal onboarding and activation.

This step is only required if you are using integrated RMS Pay EFTPOS/Card Terminals.
 

Online Options – RMS Online / RMS Booking Engine (Optional)

If you are using RMS Online / RMS Booking Engine, you can set your Payment Gateway to RMS Pay.

1. In RMS, go to Setup > Online Bookings > Online Options > Payment Options / Fees.

2. Select the Property (Optional for single‑property setups; required if you have multiple Properties).

3. Navigate to 'Payment Options/Fees'.

4. Set:

   • Gateway Provider = RMS Pay

   • Online Channel Credit Card Storage = Tokenise Credit Cards via RMS Pay

5. Save & Exit.
   
    

Additional Resources

• Configure Payment Options & Fees for RMS IBE

• Difference Between Property & Online Payment Gateways

Next Steps: Optional Functionality