Public Payment Add-on Module Instructions

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Overview

Public Payment provides the functionality to generate a unique payment link that can be sent to a customer to settle a reservation or an account. This feature is available for:

  • Reservations
  • Accounts

Please reach out to DigitalRez to utilize this functionality.

Prerequisites

  • Ensure you have access to the DigitalRez system.
  • Confirm that your business has SMS capabilities if you wish to send payment requests via SMS.

Steps

Reservations

  1. Navigate to the Charges/Payments tab of a booking.
  2. Click the Public Payment button.

  1. Enter the amount to be paid and click Submit.

  1. Choose one of the following options to send the payment link:
    - Click the Email button to send a payment request to the client.
    - Click the Copy button to save the link to your clipboard.
    - If your business has SMS, click the SMS button to send a payment request via SMS.

  1. Select whether to send the email to the primary email address, secondary email address, or manually enter an email address.

  1. The customer will receive an email containing the link.

  1. Once the customer opens the payment link, they will:
    - Click the Make Payment button to proceed.
    - Choose their desired settlement type and click the next button.

  1. The customer will be redirected to a payment page to enter their card information and submit.
  2. Upon successful payment, they will be redirected to a confirmation page.

  1. The payment is then applied to the reservation.

Accounts

  1. Click the Account button.

  1. Select the account to be settled and click the Account button above.

  1. Click the Public Payment button.

  1. Enter the amount to be paid and click Confirm.

  1. Choose one of the following options to send the payment link:
    - Click the Email button to send a payment request to the client.
    - Click the Copy button to save the link to your clipboard.

  1. Select whether to send the email to the primary email address, secondary email address, or manually enter an email address.
  2. The customer will receive an email containing the link.
  3. Once the customer opens the payment link, they will:
    - Click the Make Payment button to proceed.
    - Choose their desired settlement type and click the next button.

  1. The customer will be redirected to a payment page to enter their card information and submit.
  2. Upon successful payment, they will be redirected to a confirmation page.
  3. The payment is then applied to the account.

Troubleshooting

For further assistance, please refer to the Help Document.