How To Set Up Automated Payment Requests

Overview

If you're not charging your guests full payment upfront, or only taking a deposit; you have the option to schedule up to 3 automated payment requests. This allows your guests to make payment installations via a secure payment link.

Automated requests can be scheduled a certain amount of days after the booking is made, or before the start of the tour/activity. For example:

• Automated Payment Request (1st): 1 day after the booking is made.
• Automated Payment Request (2nd): 7 days before the start of the tour/activity.
• Automated Payment Request (3rd): 1 day before the start of the tour/activity.

Important: Automated payment requests will only be sent if:
•  You have a payment gateway set up and active, click here to learn more; and
•  the product is set to 'Fixed dates & times', click here to learn more.

Customise the email subject

By using the shortcodes, you can personalise the subject line of your payment request emails to better suit your business brand.

For example:

 Hi {{CUSTOMER_FIRST_NAME}}, Your order {{ORDER_NUMBER}} has a payment of ({{ORDER_AMOUNT_DUE}}) outstanding.

will look like:

Hi John, Your order RZ00231 has a payment of $50 outstanding.

Click here to learn more about the personalise shortcodes.

Payment settings

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

• 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

You may not need to use all 3 automated request emails to ensure your customers pay the entire balance. If you only use the 1st or 2nd; make sure the final automated request is configured to request 100% of the balance.

This means the remaining balance of 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 requests

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

In the above example, all products are enabled to have an automated payment request sent. However, only the 'Classic French Bistro' product will use the main template payment settings, the other 2 products will use the custom settings instead.

Orders with multiple products

Payment requests can be configured per product (as mentioned above), however the requested % amount is based on the order total.

When an order has 2 or more products, and each of those products have customised payment settings (as per the below screenshot); it will look to the greatest amount requested, in this case 100%, and use those custom settings for the 1st payment request. All other customised settings will be ignored.

Note: This means an order can only have a maximum of 3 automated payment requests, regardless of the number of products within an order.

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.