Collins Pay - How To

With Collins Pay you can take online and over the phone payments from your customers. To activate this feature please speak to your account manager.

When activated, in the "Payments" section of a booking, you will see two new drop downs:

Request Payment - This is how you send an online payment link to the customer via email that they can fill out online.

> In the Payments tab, select Request Payment from the Type drop-down > Enter the amount you're taking > Add any internal notes for your own reference > Write out a message to the customer or select a predefined payment request message > Add Payment > SAVE

This will automatically generate a link and email this to the customer. Once the customer has completed the requested payment, a receipt of payment will be emailed to the customer and you will receive a notification in your Notification Centre, located on the Enquiries page, under 'Payment Received'.

Manual Payment - This generates "Card details link" that you click on yourself to take payment. This will bring up the secure payment page that you can fill out with the customer over the phone. TIP - you can also copy/paste this new URL and put that in an email that you are already sending to the customer if you don't want to send a separate email using "Request Payment".

> In the Payments tab, select Manual Payment from the Type drop-down > Enter the amount you're taking > Add any internal notes for your own reference > Add Payment > SAVE > Open link and ask the customer for their card details

Once the manual payment has been completed, a receipt of payment will be emailed to the customer. **You will not receive a notification for a manual payment.**

After a request or manual payment has been taken, the Payments tab of the booking will update, showing the cardholder name and last four digits of the card. The status will update to completed, displaying the payment received date.

Please Note:
If the Booking has been Cancelled, the guests will not be able to make a payment and will see an error message informing them that their booking is not active. 

If you need to delete a payment or authentication request, simply click on the 'delete' button on the right of the payments page of the booking, and then save this - this will disable the link and stop the customer being able to make the payment. Please be aware that if you reject the booking at any point, this will automatically disable the request for you, so that the customer will be unable to make the payment.



In your ‘Reports’ tab, you will see the Customer Payments button. This will keep track of all transactions going through the system and is downloadable into a CSV to reconcile payments. Please note this is only valid if you are using our Collins Pay system and not your own, that we are linking up to.


Excellent Extra Features

  1. Collins and Soda integration
  2. Collins Docs - Attaching Files/documents to bookings in Collins
  3. Collins Pre-Orders Video - How To
  4. Explaining Pre-Order tab updates
  5. Collins Pre Orders - Dietary Requirements and Allergies [What your customer sees]
  6. Collins Pre-Orders - Adding Diet Types, Allergies and Extra Settings to your items
  7. Collins Pre-Orders - Can my customers edit their order?
  8. Extra Feature : Collins Pre-Orders (How To Video)
  9. Collins Pre-Orders - How to Setup Guide
  10. Collins Pre-Orders - How to Add Set Menu/Fixed Price Menu Orders Manually
  11. Collins Pre-Orders - Setting Automated Reminder Emails
  12. Collins Pre-Orders - How to Send a Menu
  13. Collins Pre-Orders - Copying Over Items/Menus from Venue Group to Individual Venues
  14. Collins Pre-Orders - Canapes - Multiplying one set menu/selection by a set number
  15. Collins Pre-Orders - Ordering on behalf of someone else.
  16. Collins Pre-Orders - Payment Options
  17. Collins Pre Orders - Take both a deposit and a pre-order payment for auto-confirm bookings
  18. Collins Pre-Orders - Adding payment for pre-orders
  19. Collins Pre-Orders - Can I set a cut off date for Pre-orders to be made?
  20. Collins Pre-Orders - Sending Multiple Menus
  21. Collins Pre-Orders - Deleting a Pre-order
  22. Collins Pre-Orders - Downloading the 'Food Sheet'
  23. Collins Pre-Orders - Kitchen Sheet
  24. Collins Pre-Orders - Managing Your Place Cards
  25. Collins Pre-Orders - Printing / Adding a Logo to your Place Cards
  26. Collins Pre Orders - Make menus available 'while booking' or 'when booking is confirmed'
  27. Collins Pre-Orders - Applying multi-buy Discounts on your menu items
  28. Collins Pre-Orders - Applying a discount to a Menu
  29. Collins Pre-Orders - Setting Minimum and Maximum order limits
  30. Collins Pre-Orders - Dietary Requirements/Allergies
  31. Collins Pre Orders - FAQ's
  32. Extra Feature : Collins Pay (How To Video)
  33. Collins Pay - How To
  34. Collins Pay - Can I be notified by email when a customer makes a payment/authenticates a card?
  35. Collins Pay - Adding Payment/Authentication templates
  36. Collins Pay - Setting Automated Reminder Emails
  37. Collins Pay - Avoiding Fraud Disputes
  38. Collins Pay - 3D Secure
  39. Collins Pay - Postcode Validation
  40. Collins Pay - Where can I view my Customer Payments?
  41. Collins Pay - How Do I Refund a Customer?
  42. Collins Pay - Where Can I View All Refunds?
  43. Authentication v Authorisation - What's the Difference?
  44. Collins Pay & Card Authentication FAQs
  45. Card Authentication - How To
  46. Is Collins Pay and Authentication Compliant and Secure
  47. Extra Feature : Collins Mail (How To Video)
  48. Collins Mail - FAQs
  49. Collins Mail - How To Setup an 'Out of Office' Automated Reply
  50. Collins Mail - Sorting the order of New Messages
  51. Collins LiveWait FAQs
  52. Collins LiveWait - How do I add someone to the wait list?
  53. Collins LiveWait - Texts Explained
  54. Collins Live Wait - Training Video
  55. Auto Double Confirm - Set Up
  56. Auto Double Confirm - Texts and Diary/Floorplan Usage

Feedback and Knowledge Base