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.

Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

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