Details about the features and setup of RMS Pay By Links.

Overview

Pay By Link is a secure payment request that can be sent by SMS or email when using RMS Pay as the payment gateway in RMS.

Using a Form Letter or SMS the Pay By Link can be triggered from any account to request payment of a specified amount.

The recipient can click the Pay By Link and be taken directly to a secure payment page with 3DS verification to complete payment.

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

Key Features

The Pay By Link available exclusively with RMS Pay includes the following benefits:

• Send a secure payment link requesting payment by SMS or email.
• Automated or scheduled payment for any account in RMS.
• Easy tracking of pending payment requests.
• Credit Card Token automatically created on successful payment.
• Payment processed by RMS Pay and recorded automatically on the account.
• The Payee receives a Payment Receipt via email.
   

Merge Fields

The following Pay By Link merge fields can be inserted into any Form Letter or SMS to use when sending a payment request.

Guide

Before Setting up the Pay By Link you will need to create a Form Letter and/or SMS Template that includes the Pay By Link Merge field above.

1. Go to Setup > Accounting > Accounting Options.
2. Navigate to the Receipt Types tab.
3. Select the checkbox 'Pay By Link'.
4. Select an Email Template and/or SMS Template.
5. Enter a Transaction Fee Percentage and No Greater Than Amount (Optional).
6. Select 'Save/Exit'.
   

A payment request can now be initiated from any account using the selected Pay By Link.

Next: Send Pay By Link