How to set up automated payment requests

Overview

Automated payment requests are handy if you're not taking full payment upfront. This allows your Customers to make payment installations via a payment link within an email.

Rezdy allows you to schedule a maximum of 3 Automated payment request emails at certain amounts of days before the start date of the tour/activity or days after the booking was created online. For example:

• Automated Payment Request (1st): 1 day after booking made.
• Automated Payment Request (2nd): 3 days before tour date
• Automated Payment Request (3rd): 1 day before tour date

Note: This article will only discuss the Introduction text, Conclusion text, and FollowUp Details sections. For all other sections of the template, click here to learn more

Payment Settings

• Enter the percentage of the total Order amount you want your customer to pay
• Enter the amount of days before tour date/after order date

Important: you may not need to use all 3 automated request emails to ensure your customers pay the entire balance of their Order. If you only use the 1st or 2nd (or all); the final automated request you configure should be requesting 100% of the balance. Basically this means the entire balance owing on the Order will be requested, regardless of any previously made payments.

Introduction text

This text will make up the welcome message of the automated request emails for all products.

• Enter the desired information in the text box.
• You will see the preview on the right update as you type.

Tip: keep scrolling to learn more about the Personalise shortcodes

Conclusion text

This text will make up the signature of the email templates.

• Enter the desired information in the text box.
• You will see the preview on the right update as you type.

Tip: keep scrolling to learn more about the Personalise shortcodes

How to set up Product specific details

At the top of the template page, click the Configure Products button

Within the Configure Products window:

• Tick the Automated Payment Request box.
• Click the Customise button.
• Enter the percentage amount.
• Set the amount of Days before tour date or after order date

Tip: in the above screenshot, the 2 products that are ticked to send a follow-up but not customised will use the default FollowUp Details configured on the template itself.

How to use the Personalise shortcodes 

These shortcodes will be replaced with unique Order, Customer, and Company information. For example {{COMPANY_NAME}} will be replaced with the Company Name within your Settings > Edit My Profile page.

The codes can be used in the Introduction Text, Conclusion Text, email body and Subject sections of the email templates.