A short guide to getting started with Payment Schedules.

Overview

RMS Payment Schedules simplify the process of collecting guest payments by automating deposits and staged payments prior to check-in. This reduces manual effort, enhances the guest experience, and helps prevent no-shows.

With support for automated and Pay By Link Payment options via RMS Pay, or manual payment processing, all scheduled payments, whether one-time or recurring, are tracked in the Automated Payments Dashboard.

This quick start guide will walk you through the steps to configure your first Payment Schedule in RMS.  

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.

Before you get started... 

RMS Pay

While Payment Schedules can be used for Manual Payment Processing, you will benefit greatly by using RMS Pay to Automate your Payment Processing. 

Using RMS Pay with your Payment Schedules, you can: 

• Automatically process a payment by using an Existing RMS Pay token
• Send an RMS Pay, Pay By link, to request payment by Email or SMS
• View payment status via the "Automated Payments Dashboard"

To learn more about RMS Pay, contact our Sales Team or activate RMS Pay via the RMS Module Market. 

Access/Security Profiles

To create Payment Schedules, you must have access to Payment Schedule Templates.

To check your access:

1. Use the Menu Search in the RMS Side Menu.
2. Search for Payment Schedule Templates.

• If it appears, you're good to go.
• If not, Click HERE for further information. 

Setup Guide

1. Create a Payment Schedule Template

Follow this quick guide to create your first Payment Schedule Template.

In this example, we’ll walk you through setting up a template for a first night’s deposit, paid via an RMS Pay By Link sent through email.

Click  Start Guide  below to begin the walkthrough.  

Click on the Full Screen Icon to view the guide in full screen. 👇🏼

Tip! Click Here for more Payment Schedule Template Examples 

2. Assign to Rate Type (Optional) 

While this step is Optional, you will benefit greatly from assigning a Payment Schedule to your Rate Types, as this will help automate your Deposit and Payment Requests, saving time and reducing manual effort.

Tip! Click HERE for more information on Payment Schedules for Rate Types

3. Add to Reservation

If you choose not to have payment schedules automatically assigned when a reservation is created, you can manually add them to the reservation at any time.

Tip! Click HERE for more information on Payment Schedule Management. 

Automated Payment Dashboard

Now that you have Setup and Automated your Payment Schedules, you can monitor them from the Automated Payment Dashboard

The Automated Payments Dashboard is an interactive tool designed to help you easily monitor and manage pending and processed, automated and manual, Payment Schedules.

Tip! Click Here for further information on the Automated Payment Dashboard 

Tip! Check out the other articles in this section for more information on Payment Schedules.