Use this to collect payment from a customer who has an outstanding balance — a deposit owed, additional tickets added after booking, or products and add-ons they haven't paid for yet. TripWorks sends them a secure payment link by email, and optionally by SMS, that they can use to pay without calling you.
Send a payment request
- Open the trip with an outstanding balance and select Email.
- From the template dropdown, choose Request for Payment/Deposit. If you have a custom payment request template, select that instead. Add an optional note if you want to include context for the customer.
- Select Send.
What the customer receives
The customer receives an email with a Pay Online Now button. If SMS is enabled on the template, they also receive a text message. Clicking the button takes them to a secure payment portal where they complete the transaction.
Verify the payment
Once the customer completes payment, it appears automatically under the Payments tab in the trip. You do not need to take any additional action — the balance updates in real time.
Troubleshooting
The customer didn't receive an SMS.
SMS delivery depends on whether SMS is enabled for the template you used. Go to More > CRM > Templates, open the Request for Payment/Deposit template, and confirm SMS is toggled on.
The payment isn't showing in the Payments tab after the customer paid.
Refresh the trip page. Payments process in real time but the UI may need a manual refresh to display the updated balance.