If the merchant has a reservation-like basket item (not paid for yet) or outstanding payments, a payment link can be generated in order to send the invoice to the merchant’s guest. This link can either be sent personally by the merchant or through Trekksoft system as an email.
In order to get this link, go to Admin Desk -> Bookings -> Overview and select a basket that you want to generate the payment link for.
Once in the basket, scroll down to Payments section and hit on Create payment link for this basket button.
The popup that will show allows the user to:
- Choose the amount the customer needs to pay (although it’s usually written in by default)
- Choose the way the seller wants to send the payment link to the customer
In order to send it through the system, you should click on the checkbox “Send email to customer”:
If you want to copy the payment link and paste it elsewhere, you can just click on “Generate link”, without checking the email to customer box:
The payment link also allows the merchant to invoice his/her customers should they wish to book a private/custom tour.
The unique url directs the customer to the checkout point, where they are able to settle their outstanding payment.
I can’t see Create payment link for this basket button
The possibility of generating payment links has been deactivated for the user roles type Employee/Admin.
In order to avoid this issue, when an employee/admin books a trip for a client and wants to send him the URL, first, he needs to go to the Buyer Information, and change it:
Changing this info, the payment link will get easily to the client.
NOTES: This feature is currently available only when using the Trekksoft Payment Gateway.
In order to view the basket details go to Bookings > Overview and select the desired booking.
When customers pay online their tickets won’t be sent directly, this needs to be sent manually.