Requesting payments from your customers has never been easier. Whether they owe a deposit, have an outstanding balance from additional tickets, or need to pay for products or add-ons, you can quickly send them a link to settle the payment through email or SMS. This process simplifies payment collection, ensuring that your business maintains smooth financial operations without the need for awkward follow-ups. Below, we’ll walk you through how to send a payment request message.
Examples of When to Use the Payment Request Message
- The customer owes a deposit for their trip
- There’s an outstanding balance for additional tickets purchased after booking
- The customer needs to pay for products or add-ons such as merchandise or special services
How to Send a Request for Payment Message
- Within the trip with a balance due, select Email
- Choose the Request for Payment/Deposit template (or create your custom template) from the dropdown menu and add an optional note
- Select Send
Your customer will receive an email and SMS (if SMS settings are enabled for your template):
When your customer selects Pay Online Now, they will be redirected to a secure payment portal to complete their payment
After the payment is processed, it will be recorded under the Payments tab within the trip.