Form Letter and SMS Correspondence for your Payment Schedules.
⚠️ Heads Up! This Feature is in Pilot Phase ⚠️
We’re rolling out this New Feature in RMS and looking for bold testers!
Want early access and a chance to shape how this feature evolves?
Submit a Support Ticket to join the pilot today.
Not ready yet? Just hit Follow to stay updated when this launches for all RMS users.
We’re rolling out this New Feature in RMS and looking for bold testers!
Want early access and a chance to shape how this feature evolves?
Submit a Support Ticket to join the pilot today.
Not ready yet? Just hit Follow to stay updated when this launches for all RMS users.
Overview
When setting up your Payment Schedules, you have the option to send notifications to guests under specific conditions automatically.
You can use SMS and/or Email templates (also known as form letters) to automatically notify guests about upcoming scheduled payments or changes to their payment schedule.
The Templated Correspondence that you will need for this is:
-
Notification of Pending Payment.
This template automatically alerts guests that a payment is scheduled to be processed in a specified number of days.- Setup > Payment Schedule Template > Add/Edit > Triggers > Timed Triggers
- An RMS Form Letter Template for Notification of Pending Payment is available for download HERE
-
Notification of Changes to your Payment Schedule.
This template is automatically sent to guests when a reservation is modified in a way that affects the payment amount or schedule.- Setup > Payment Schedule Template > Add/Edit > Triggers > Reservation Amendments
- An RMS Form Letter Template for Changes to the Payment Schedule is available for download HERE
Payment Schedule Merge Fields
There are several Merge Fields available specifically for Scheduled Payments.
These merge fields are found under the Merge Table of Reservation, and the available merge fields are:
| Merge Field Name | Merge Field | Description |
|---|---|---|
| Payment Schedule Amount | «rPaymentSchedule_Amt» | The Payment Schedule amount for the selected reservation. |
|
Payment Schedule Amount Due Date Long |
«rPaymentSchedule_Due_Date_Long» | The Payment Schedule due date displayed as: Monday, 1 January 2025 DOW, DD MM YYYY |
|
Payment Schedule Amount Due Date Medium |
«rPaymentSchedule_Due_Date_Medium» | The Payment Schedule due date displayed as: 01 Jan 2025 DD MMM YYYY |
|
Payment Schedule Amount Due Date Short |
«rPaymentSchedule_Due_Date_Short» | The Payment Schedule due date displayed as: 01/01/2025 DD MM YYYY |
| Payment Schedule Paid | «rPaymentSchedule_Paid» | The total of all Payment made on the account. |
| Payment Schedule Charge Method | «rPaymentSchedule_ChargeMethod» | The Method that the Payment will be Processed by. CC Token, Pay By Link, Manually Processed. |
| Payment Schedule Table | Populates a table with: «rPaymentSchedule_Due_Date_Medium» «rPaymentSchedule_Amt» «rPaymentSchedule_ChargeMethod» |
Populates a table with the Payment Schedule details. |
★ Tip: Templated Form Letters are available to get you started. Click HERE for the list of Available Templates.
✎ Please Note: The 2-Way SMS Module will need to be activated in the Module Market before you can send SMS Messages.
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