Contact Support


    Support Home RMS Pay Pay By Link Pay By Link

    Table of Contents

    Related Articles

    Popular Articles

    Pay By Link

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

    Table of Contents

    Merge FieldsSetup Pay By Link

    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.


    Delete

    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.



    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.


    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.



    1. Setup a Form Letter or SMS with the Pay By Link Merge Fields.
    2. Go to Setup > Accounting > Accounting Options in the side menu of RMS.
    3. Navigate to the 'Receipt Types' tab.
    4. Select the checkbox 'Pay By Link'.
    5. Select an Email Template and/or SMS Template.
    6. Optional: Enter a Transaction Fee Percentage and No Greater Than Amount.
    7. Save/Exit.


    Delete

    Access

    System Administrators will require Security Profile access to 'Form Letters', 'SMS' and 'Accounting Options' to complete this setup.

    Delete

    SMS

    The SMS module is required to send SMS in RMS.



    Setup a Form Letter or SMS with the Pay By Link Merge Fields.

    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 an Email Template and/or SMS Template.

    Optional: Enter a Transaction Fee Percentage and No Greater Than Amount.

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

    A payment request can now be initiated from any account using the selected Pay By Link.






    Next: Send Pay By Link

    Was this article helpful?

    Send Feedback

    Can’t find what you’re looking for?

    Let us help you!

    Contact Support