You can set up payment and authentication request templates to quickly insert into the email sent out when you add a Request Payment / Request Authentication. This is a great time-saver tool as you won't have to write out the same message each time you request a payment or authentication. The template will be added on to the already existing message that Collins generates.
To add templates, go to:
Settings > Venues
Select your venue
Payments tab on the left-hand side
Under Payment Request Messages
Tick 'Use custom payment request messages'
Click Add Another and name the template and add text
Make sure to SAVE the settings
You can also hyperlink text by highlighting the word/sentence. This will bring up a pop-up toolbar of options > select '#' > enter the URL > select the 'tick' to confirm. Useful for linking to your full T&Cs, should they be on a webpage somewhere else.
You can use the arrows to re-order the templates and the red 'X' to remove any templates
Make sure to SAVE the settings after making changes
Please note: For groups with more than 1 venue, you can create Payment Request Templates in your Venue Group - Follow this guide.
Once create at Venue Group Level - you can either:
> Use payment request messages from the Venue Group
> Or COPY FROM VENUE GROUP to add to venue-specific ones
To see a video tutorial on adding payment/authentication templates, please click here and watch from 00:30 - 01:21.