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How to generate payment links to collect outstanding payments

You can generate payment links for customers who have outstanding payments with you, either because they’ve only made a reservation (i.e a booking without payment), or you’ve agreed to just a down payment and now you’re collecting the remaining balance, or you’ve agreed to split the total bill over multiple payments.  

The payment link can be added to an email or sent via TrekkSoft.

In this article, we will explain how payment links are being generated.

To start, go to the Basket Details View for the relevant booking. To get there, head to Bookings > Overview from the left navigation menu. Search for the relevant basket and click on Details.

From here, there are two ways to generate a payment link.

 

Method 1:

In the middle section of the Basket Details View, if you see Change the buyer to add and send payment link, click on Change Buyer. Fill in the form in the pop-up form to make the necessary changes.

Paymentlink1.png

Once this is done, a blue button saying Create payment link for this basket will appear. Click on it to proceed.

 

 

Method 2:

There is a blue button that says Create payment link for this basket and click on it to generate a payment link.

 

Paymentlink3.png

 

The pop-up that will ask you to:

  • Specify the amount the customer needs to pay (if you’re only asking for a partial payment, you have to remember to create new payment links later with the remaining amount).
  • If you want to send the payment link directly to the customer through TrekkSoft, check the box Send email to customer.
  • If you want to copy the payment link and send it via an external application, click on Generate link. You will receive a link that you can copy and paste in your own customised email.


Paymentlink_4.png

 

NOTE: This feature is only available when using the Trekksoft Payment Gateway.


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