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.

  

REPORTING:

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.

 

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