Generate a Payment Link

Overview

A Payment Link lets staff in the Dashboard collect payment from a Customer outside the normal charge flow. There are two ways to generate one:

1. Completing a failed charge, or
2. Sending a payment link for a drafted charge

A drafted charge is useful for Private Events or for prompting a Customer to add their card to their Profile.

Complete a failed charge

A Customer's charge can fail for several reasons, including an invalid zip code, insufficient funds, or security protection on the card that blocks a charge (as often happens with 3DS requirements). For that last case, an Admin can generate a Payment Link and send it to the Customer to complete payment.

1. Open the failed charge: In the Purchase tab of the Reservation or Event, find the failed charge and click the blue link under the Purchase Detail column. A side panel opens with the Order Details.

1. Generate the link: Click the three dots in the bottom left corner of the side panel, then click "Generate payment link."

1. Send the link: Send the link to the Customer. When they click it, they 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.

When the Customer clicks on the payment link, they will see a summary of the pending charge and must click on the payment button Submit Payment to complete the charge

Send a payment link for a drafted charge

You can also create a unique charge in the Purchase tab of a Reservation or Event and send a Payment Link for it.

1. Start a charge: Navigate to the Purchase tab of the Reservation or Event and click the "+ Charge" button.

1. Build the charge: Click the Customer's name, add an item to charge, and complete the necessary fields for the item.

1. Send the link: Click "Send Payment Link." The Customer receives an email asking them to complete their payment.
2. Customer completes payment: When the Customer clicks the "Complete Payment" button, they return to the system and see an Order Summary to complete the purchase.

Until the Customer completes payment, the purchase remains a Draft in the Purchase tab of the Reservation or Event.