Creating & Sending a Payment Link

Use payment links to request deposits, pre-payments, or card authorizations without manual forms.

Web

For reservations not yet in the system, first add a reservation.

Open the reservation and:

1. Go to Payment
2. Click Request Payment
3. Fill in name, description, tax/service charge, payment type, and processing fees
4. Click Save
5. Use the three purple dots to text/email the link

Payments appear in the Reservations payment column.

From Leads, you can also approve first, then request payment from the new Payment tab.

To cancel a payment link: open the link in Payment, click the three dots, click Cancel, then confirm.

iOS

For reservations not yet in the system, first add a reservation.

Open the reservation and:

1. Tap the three black dots -> Request Payment
2. Fill in name, description, and payment type/amount
3. Tap Create
4. Tap Copy Link or Share Link

Status tags:

• Pending (yellow) after creation
• Auth, Deposit, or Paid (green) after payment

You can also generate payment links from pending reservation requests.

Android

Android follows the same payment-link flow as iOS.

UI details may vary slightly by device, but payment-link creation and statuses are the same.