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    Pay By Link

    Select the Form Letter and SMS Template used for the Pay By Link in RMS.

    Decision Tree

    Pay By Link is a feature available exclusively to properties using RMS Pay as the Payment Gateway that enables sending a secure payment link by SMS or email requesting payment of a set value.
     

    • Information
    • Setup
    • Add Button

    Information

    Pay By Link is a feature available exclusively to properties using RMS Pay as the Payment Gateway that enables sending a secure payment link by SMS or email requesting payment of a set value.

    RMS Pay is a fully integrated Payment Gateway solution providing PCI compliant credit card storage and payment processing.

    Pay By Link enables the recipient to complete a secure credit card payment for the entered value that will be processed using RMS Pay.

    The following Pay By Link merge fields are available on SMS Templates and Form Letters in the 'Accounts' Merge Table.

    Merge Field Description
    «aPayByLink_Link»
    Inserts the secure payment URL for the Pay By Link.

    This merge field is required to send the Pay By Link by SMS or Email.
    «aPayByLink_Amount»
    Populates the Payment Amount set on the Pay By Link when generated.
    «aPayByLink_Expiry»
    Populates the Pay By Link expiry date and time selected when the Pay By Link is generated.
    «aPayByLink_Comment» 
    Populates the transaction comment entered when the Pay By Link is generated.



    The 1-Way SMS module is required to send SMS in RMS.



    System Administrators will require Security Profile access to setup this feature.



    • Setup
    • Add Button

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Accounting > Accounting Options in the Side Menu of RMS.
    2. Navigate to the 'Receipt Types' tab.
    3. Select the checkbox 'Pay By Link'.
    4. Select a Form Letter as an Email Template.
    5. Select an SMS Template.
    6. Save/Exit.



    The Form Letter or SMS Template used for Pay By Link must include the merge field «aPayByLink_Link».



    • Guide
    • Add Button

    Guide

    Go to Setup > Accounting > Accounting Options in the Side Menu of RMS.

    Navigate to the 'Receipt Types' tab.

    Select the checkbox 'Pay By Link'.

    Select a Form Letter as an Email Template.

    Select an SMS Template.

    Select 'Save/Exit' to store the changes made and leave the setup.

    Pay By Link will now be available under the 'Receipt' menu of accounts to send a secure payment link via email or SMS.


    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Accounting > Accounting Options in the Side Menu of RMS.
    2. Navigate to the 'Receipt Types' tab.
    3. Select the checkbox 'Pay By Link'.
    4. Select a Form Letter as an Email Template.
    5. Select an SMS Template.
    6. Save/Exit.



    The Form Letter or SMS Template used for Pay By Link must include the merge field «aPayByLink_Link».



    • Guide
    • Add Button

    Guide

    Go to Setup > Accounting > Accounting Options in the Side Menu of RMS.

    Navigate to the 'Receipt Types' tab.

    Select the checkbox 'Pay By Link'.

    Select a Form Letter as an Email Template.

    Select an SMS Template.

    Select 'Save/Exit' to store the changes made and leave the setup.

    Pay By Link will now be available under the 'Receipt' menu of accounts to send a secure payment link via email or SMS.



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