Information on Pay By Links and RMS Pay.
Overview
Available exclusively with RMS Pay, Pay By Link enables pre-arrival payments to be taken via a secure link, in turn, creating a flexible payment experience that improves your cashflow, and reduces the need for follow-ups.
How it works
Pay By Links can be sent to your guest’s phone by SMS or Email (using a Form Letter), which can be triggered to request payment. When the guest clicks on the link, they’ll be taken to a secure payment page with 3DS Verification to complete their payment online.
3DS
3DS shifts the onus of the transaction to the Cardholder (in this case, your guest), reducing the risk of chargebacks and fraud.
Receipting, reconciliation and tokenisation
Upon completion of the transaction, RMS Pay will automatically send the guest a receipt and reconcile the payment in your transaction and settlement reports. A Network Token will be created on the Guest Profile and stored securely for future payments.
Key Features and Benefits
Triggers
- Send with Email or SMS
- Receipt via Email or SMS
- Custom SMS URLs – coming soon!
- Scheduled payments – coming soon!
Security
- Secure and 3DS protected
- Creates card token upon payment
Central Pay By Link dashboard
- Track pending and unpaid requests
- Review paid requests
End-of-day
- Automated settlement and payout
How to Pay By Link
Improving cash flow with fewer follow-ups is easy, with Pay By Link.
Setup Guide
Merge Fields
Before setting up your Form Letter or SMS Template that includes your Pay By Link, familiarize yourself with the following Merge Fields, which can be inserted into any Form Letter or SMS template to use when sending a payment request.
Merge Field |
Description |
|---|---|
| «aPayByLink_Link» | Generates the secure payment link. This merge field is required to send the Pay By Link by SMS or email. |
| «aPayByLink_Amount» | Populates the requested payment amount. |
| «aPayByLink_Expiry» | Populates the expiry date and time for the payment link. |
| «aPayByLink_Comment» | Populates the transaction comment entered for the Pay By Link. |
Email and SMS
Now that you have your Merge Fields ready, it’s time to create your Form Letter or SMS Template that includes your Pay By Link.
- In the side menu of RMS, go to Setup > Accounting > Accounting Options.
- Navigate to the Receipt Types tab.
- Select the checkbox 'Pay By Link'.
- Select an Email Template and/or SMS Template.
- Enter a Transaction Fee Percentage and No Greater Than Amount (Optional).
- Select Save/Exit.
Send a Pay By Link
You’ve set up your templates, now you’re ready to Send a Pay By Link.
- Go to Account > Receipt > Pay By Link
- Select SMS or Email
- Select a recipient
- Select a Pay By Link expiry
- Enter a Receipt Amount and Transaction Comment (optional)
- Select ‘Process’ and ‘Yes’ to confirm
Your Pay By Link will be sent to the selected recipient requesting payment. You’ll know it’s been sent, because a Pay By Link icon will display on the account when there is an active link.
You can select the Pay By Link icon to open Link History and view all pending Pay By Links on the account.
Pay By Link Dashboard
Once you’re confident setting up and sending Pay By Links, you’ll want to monitor activity to make sure there are no payments left outstanding.
To do that, head to your Pay By Link Dashboard.
- Go to Accounting > RMS Pay > Pay By Link Status
- Click ‘Pending’ to see outstanding payments
- Or filter results by toggling ‘Pay By Link Created/Expired Between’ and entering your date range
You can see more information about your Pay By Links by scrolling across the menu.
> Next: Send Pay By Link
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