Sending a payment request by email

Where can I find it? Services or Calendar

In this tutorial, we explain how to send a payment link by email to your customers, an option available for Redsys, Stripe and PayPal payment gateways.

Payment links can only be sent for bookings with a status of "Pending" or "Partially paid". Bookings with a "Pending" status are automatically deleted once the expiry time has passed, whilst bookings with a "Partially paid" status will remain active even if the link has expired.

Currently, only the Stripe and Redsys payment gateways allow you to resend a payment link multiple times, even if it has already expired. At present, this feature is not available for PayPal.

How to Send a Payment Request

Below, we outline the two methods available for sending a payment request: either when creating a new booking, or via an existing booking.

Sending a Payment Link when Creating a New Booking

To send a payment link by email when creating a new booking, go to the Calendar tab, select the service, date and time for which you wish to make the booking, and click the Add button .

Once you are in the view, complete the required ticket and form fields. To send the payment link, you must fill in the email field, set the booking status to "Pending" and select your preferred payment method.

After that, tick the "Request payment by email" box, set the maximum duration, and click on so that the customer can receive it.

Once the time limit has expired, if the customer has not made the payment, the booking will be cancelled and the reserved seats will be released. If the customer makes the payment, both you, at your company’s email address, and the customer themselves will receive the booking confirmation email.

Send a payment link for an existing booking

To send a payment link by email for an existing booking, go to the Bookings tab, find the booking you want and click the edit button  . Here, you’ll need to change the booking status to “Pending” or “Partially paid”

Once the change has been applied, click on the email actions button ; from the drop-down menu, select “Request payment by email”. Here, you can configure your preferred payment gateway, the amount, the email address and the duration of the request. When you’re finished, click the “Send” button to process the request.

Once the time limit has expired, if the customer has not made the payment whilst the booking was marked as "Pending", it will be cancelled and the reserved seats will be released; if the booking was marked as "Partially Paid", as a previous payment has already been made, it will remain active and the corresponding seats will be reserved.

If the customer makes the payment, both you, via your business email address, and the customer themselves will receive a booking confirmation email.

Furthermore, once you have sent the payment link, a new line will appear at the bottom of the booking with the message: "Payment request sent", showing the date sent and expiry time, which will be updated as time passes.

Email Received by the Customer

Once the payment request has been sent, your customer will receive an email asking them to pay for the booking and will have the number of hours you have set to make the payment and thereby confirm their booking. This email will be in the following format:

Set the Default Expiry Time

From the Services tab >>> PX (Desired service) >>> Payments and Taxes >>> Payment link by email, you can specify the maximum time the customer will have to pay for the booking from the moment it is generated. This limit will then be applied by default when sending any booking from the Bookings or Calendar tabs.