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    Send Pay By Link

    Send a Pay By Link by SMS or email from an account in RMS.

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    Send 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.

    The recipient can click the Pay By Link and be taken directly to a secure payment page with 3DS verification to complete payment.

    3DS verification requires an additional layer of authentication by the card holder from their bank to verify the transaction. This assists to minimise card fraud and reduces the likelihood of a chargeback.

    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.


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    Requirements

    To send a Pay By Link the property must be setup to use RMS Pay as the payment gateway and have completed the Pay By Link.

    To send a Pay By Link by SMS the SMS module must be active.



    1. Go to Accounting > Quick Account Access in the side menu of RMS.
    2. Enter the Account Number or Reservation Number and select the 'Go to Account' icon.
    3. Select Receipt > Pay By Link and then choose 'SMS' or 'Email'.
    4. Select a Recipient.
    5. Select a Pay By Link Expiry.
    6. Enter a Receipt Amount.
    7. Optional: Enter a Transaction Comment.
    8. Select 'Process'.
    9. Select 'Yes' to confirm.


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    Access

    Users will require Security Profile access to 'Accounts', 'Receipts', and 'Sending Correspondence' to use this feature.



    Go to Accounting > Quick Account Access in the side menu of RMS.

    Enter the Account Number or Reservation Number and select the  'Go to Account' icon.

    Select Receipt > Pay By Link and then choose 'SMS' or 'Email'.

    Select a Recipient.

    Select a Pay By Link Expiry.

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    Tip: Select 'Quick Set' to choose a preset period of time and automatically calculate the expiry date and time.

    The Pay By Link Expiry will default to 14 days from now on Pay By Link creation.

    Enter a Receipt Amount.

    Optional: Enter a Transaction Comment.

    Select 'Process'.

    Select 'Yes' to confirm.

    The Pay By Link will be sent to the selected recipient to request payment using the selected method.

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    3DS Verification

    Payment made using a Pay By Link includes 3DS verification which requires an additional layer of verification by the card holder with their bank to confirm the transaction.


    The  'Pay By Link' icon will display on the account when there is an active Pay By Link.

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    Tip: Select the  'Pay By Link' icon to open Link History and view all pending Pay By Links on the account.


    Current and past Pay By Links on an account can be viewed by selecting 'Link History' in the Receipt > Pay By Link menu.

    When payment is completed the Receipt will be created on the account and a Credit Card Token will be created on the Guest Profile using the card information entered.






    Previous: Pay By Link Setup

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