The Functions listed here are all optional. 
Although they are optional functions, you will still benefit greatly by using them.  

Pay By Link Setup 

Pay By Link is a secure payment request that can be sent by SMS or Email. Using a Form Letter or SMS, the Pay By Link can be sent to the Guest to request payment.

The recipient can click the Pay By Link and be taken directly to a secure payment page to complete payment.

Payment will be processed using RMS Pay with a Receipt automatically created on the account and a Credit Card Token created on the Guest Profile for future payments.

To Use the Pay By Link Function, you will need to create your Form Letter and/or SMS Templates and then configure them in the Receipt Types setup.

• Pay By Link — RMS Help Centre 

1. Setup > Correspondence > Form Letters & SMS
   You may already have a Templated Form Letter or SMS in your system but if you don't, you can create one of your own or upload our template from the files attached to the bottom of this article.
   Please note, that the Form Letter template attached here is the Source Code to create the Form Letter. Please contact our Customer Success Team should you need assistance with this. 

   • Form Letters — RMS Help Centre
   • SMS — RMS Help Centre

    

2. Setup >Accounting > Accounting Options > Receipt Types
   1. Select the Property (Optional)
   2. Navigate to Receipt Types
   3. Select Pay By Link and assign the relevant Email and SMS templates from the previous steps.
      (Optional) Add a Transaction for payments made via the Pay By Links.
      

Payment Card Surcharge and Fees

There are two ways to forward Payment Card Fees and Surcharges to the booker. 

1. A Set Fee/Surcharge can be configured per Payment Card Type. 
   For example, 2.5% Transaction Fee for Visa Cards. 
   Click HERE for further information on Credit Card Setup and Configuration. 
    
2. A Dynamic Fee/Surcharge allows you to apply a variable surcharge based on the Payment Card variants. These Variants are:
   1. Region (Domestic/International)
   2. Card Scheme (Visa, Mastercard, AMEX etc...)
   3. Card Level/Variant (Standard/Premium)
   4. Funding Source (Debit/Credit) 
      Click HERE for further information on Dynamic Surcharge Setup and Configuration.

No RMS Pay Terminal

If you are not using an RMS Pay Terminal (EFTPOS/Credit Card Machine) you can deactivate this option to expedite the EFTPOS/Credit Card Machine Receipt function in RMS. 
This function is activated by Default when RMS Pay is activated but is not required if you are not using an RMS Pay Specific Terminal. 

To do this, in RMS go to: 

Setup > Property Options > Property Information > Property > Edit Property 

1. Navigate to Payment Gateway
2. Toggle Off the EFTPOS/Credit Card Machine Terminal Payment Gateway
3. Select Save\Exit.
   

Pre-Authorisation & Automatic Calculation 

RMS Pay can create a separate Pre-Authorisation Token based on one of the following rules: 

• Default Pre Authorization of $1
• Set Amount per Reservation
• Set Amount per Nights Stay of Reservation
• Per Adult(s) on Reservation
• First Night Accommodation as per the Rate Type selected on the Reservation
• Set Percentage of the Total Rate
• Total Rate Plus Set Amount per Night of Reservation
• Total Rate Plus set Percentage of Total Rate
   

Setup > Property Options > Property Information

1. Navigate to Payment Gateway
2. Select the Pre-Authorisation Calculation Method
3. (Optional) Select Warn if no Pre-Authorisation Exists on Check-In
4. Save & Exit

• Pre-Authorisation Calculation — RMS Help Centre

Guest Portal

RMS Pay can be activated for use on the Guest Portal where a guest could Pay for their accommodation, Deposits or any Extras and Addons. 

Below are the minimum steps required to activate RMS Pay on the Guest portal, but you can find out more about the Guest Portal in the Guest Portal Help Centre Article.    

Setup > Portal Access > Guest Portal

1. Select Property (Optional)
2. Navigate to Accounting Defaults
3. Enable ''Allow Credit Card Payments''
4. (Optional) Enable ''Charge a Credit Card Transaction Fee'' and add a % value.
    
5. (Optional) Navigate to Check-In
6. Select a Payment Condition(s)
7. Select Save\Exit.

Payment Automation /Payment Schedules

Payment Scheduling allows payments to be scheduled over multiple payments and paid:

• Automatically via an Existing token
• via a Pay By link sent by Email or SMS
• Manually via the Payment Schedule Processing screen

This can be a one-time payment or scheduled for multiple payments.

You can find out more about Payment Schedules and Automation HERE