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    Pay By Link

    Select the Form Letter and SMS Template used for the Pay By Link in RMS.

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    Merge FieldsSetup Pay By Link

    Pay By Link is a secure payment request that can be sent by SMS or email when using RMS Pay as the payment gateway in RMS.

    Using a Form Letter or SMS the Pay By Link can be triggered from any account to request payment of a specified amount.

    The recipient can click the Pay By Link and be taken directly to a secure payment page with 3DS verification to complete payment.

    Payment will be processed using RMS Pay with a Receipt automatically created on the account for the amount paid and a Credit Card Token created on the Guest Profile to enable future payments.


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    Key Features

    The Pay By Link available exclusively with RMS Pay includes the following benefits:

    • Send a secure payment link requesting payment by SMS or email.
    • Automated or scheduled payment for any account in RMS.
    • Easy tracking of pending payment requests.
    • Credit Card Token automatically created on successful payment.
    • Payment processed by RMS Pay and recorded automatically on the account.
    • The Payee receives a Payment Receipt via email.



    Merge Fields

    The following Pay By Link merge fields can be inserted into any Form Letter or SMS to use when sending a payment request.


    Merge Field

    Description
    «aPayByLink_Link» Generates the secure payment link.
    This merge field is required to send the Pay By Link by SMS or email.
    «aPayByLink_Amount» Populates the requested payment amount.
    «aPayByLink_Expiry» Populates the expiry date and time for the payment link.
    «aPayByLink_Comment» Populates the transaction comment entered for the Pay By Link.



    1. Setup a Form Letter or SMS with the Pay By Link Merge Fields.
    2. Go to Setup > Accounting > Accounting Options in the side menu of RMS.
    3. Navigate to the 'Receipt Types' tab.
    4. Select the checkbox 'Pay By Link'.
    5. Select an Email Template and/or SMS Template.
    6. Optional: Enter a Transaction Fee Percentage and No Greater Than Amount.
    7. Save/Exit.


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    Access

    System Administrators will require Security Profile access to 'Form Letters', 'SMS' and 'Accounting Options' to complete this setup.

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    SMS

    The SMS module is required to send SMS in RMS.



    Setup a Form Letter or SMS with the Pay By Link Merge Fields.

    Go to Setup > Accounting > Accounting Options in the side menu of RMS.

    Navigate to the 'Receipt Types' tab.

    Select the checkbox 'Pay By Link'.

    Select an Email Template and/or SMS Template.

    Optional: Enter a Transaction Fee Percentage and No Greater Than Amount.

    Select the  'Save/Exit' icon to store the changes made and leave the setup.

    A payment request can now be initiated from any account using the selected Pay By Link.






    Next: Send Pay By Link

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