Generating a Payment Link

• There are two ways to generate a Payment link:

  • Complete a failed charge

  • Send a payment link for a drafted charge

    • Used for Private Events or prompting the Customer to add their cc to their Profile

Complete a failed charge

• There are several reasons why Customer’s charge fails in the system, like:

  • Invalid zip code on the credit card (cc)

  • Insufficient funds on the cc

  • Security protection on the cc that block a charge (as very often happens with 3DS requirements

• For this last point, an Admin is able to generate a Payment link and send to the Customer to complete their payment. For an Admin to do this, they would:

  • Notice the failed charge in the Purchase tab of a Reservation or Event

  • Click on the blue link under the Purchase Detail column

• Notice a new side panel pop-up with the Order Details

• Click on the three dots in the bottom left corner of the side panel

• Click Generate payment link

• Send this link to the Customer

• Once the Customer clicks on this link, they will see a prompt to complete their payment

• The Payment link can only be completed by the Customer who is meant to pay, it cannot be completed by a Customer who did not have the failed charge

Send a payment link for a drafted charge

• Another way to send a Payment link is to create a unique charge in the Purchase tab of a Reservation or Event. To do this, an Admin would:

• Navigate to the Purchase tab of a Reservation or Event

• Click on the “+ Charge” button

• Click the Customer’s name

• Add an item to charge to the Customer

• Complete the necessary fields of the item

• Click the Send Payment Link

• The Customer will then receive an email asking them to complete their payment

• Once the Customer clicks on the Complete Payment button, they will be brought back into the system and see an Order Summary to complete their purchase

• Until the Customer completes their payment, the purchase will remain as a Draft in the Purchase tab of the Reservation or Event