Counter Menu -> Reservations -> Reservation Summary and Totals -> EMAIL FOR DEPOSIT button -> Email For Deposit
Counter Menu -> Contract Deposits -> EMAIL FOR DEPOSIT button -> Email For Deposit
Counter Menu -> Reservation Deposits -> EMAIL FOR DEPOSIT button -> Email For Deposit
When a Contract or Reservation requires a deposit from the
customer but the customer is not present, a request for deposit can
be generated and paid by email.
Texada Pay must be enabled and configured to
utilize Global Payments to use this feature.
Deposit Request activity can be tracked in Payment/Deposit Request Inquiry.
The prompts are:
Note: Only Customers that use the same Currency as the Company can pay Deposits on line.
Email confirmation is returned if successfully sent.
This window displays all of the deposits requests which were
processed against this document.
The "Date" is the initial date when the deposit was requested and
is the UTC date without any conversion.
If the payment is updated at a later date, then this date would
still be the original date.
To cancel a request focus/click on the request in the list and
then click the CANCEL REQUEST button.
Only pending requests can be cancelled.
Note: It is import to exit the Contract Deposits or Reservation Deposits screen after the email is sent to avoid locking the Deposit record when the Customer tries to pay it.
Resulting Email to Customer for Payment on Texada Pay
link:
The selected Email address will receive the email with a link to
view the document in Jasper format.
After viewing the document the customer can click the
NEXT button at the bottom of the PDF document to make
the Deposit payment in a Texada Pay link.
The card credentials can be entered in the Texada Pay link where
the Credit Card types listed only include the cards for the
Company currency that are defined with a
Credit Card "Issuer" in Method of
Payments.
The payment description displays in the drop-down for the customer
making the payment to select.
To accept direct Bank payments there must be a B for Bank
"Issuer" in Method of Payments.
When a customer makes a Deposit through the Texada Pay link, a receipt is emailed back in response.
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