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Reservations & Ticketing

Creating & Sending a Payment Link

5 min read

Use payment links to request deposits, remaining balances, 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 the Payment tab
  2. Under Payment Links, click Request Payment +
  3. Choose a Payment Type, set the Amount, and review Name and Description
  4. Click Save
  5. Open the ⋯ menu → Email link or Text link to send it (or copy the Payment Link URL)

The Payment tab also shows Customer Spend (from POS tickets and receipts on this reservation) above your payment links.

Payment type and buyer total

Pick how the guest pays:

  • Balance Due — Customer pays what's still owed after a prior payment. Shown on create when this reservation already has a payment link, something has been paid, and remaining owed is greater than $0. It's selected by default when those conditions match.
  • Prepaid Full — Customer pays the full amount upfront
  • Prepaid Deposit — Customer pays a deposit upfront. Taxes and fees are not charged on the deposit; they're added to the remaining balance.
  • Authorization — Customer is not charged upfront, but must provide a valid credit card

You can't create a new link of a different type while another payment link is still Payment pending. After a deposit (or other prepaid link) is paid, you can send Balance Due.

Buyer total at the top of Request payment shows what the guest will pay on this link, including subtotal, tax & service charge, custom fees, and processing fee when those apply.

Balance Due

Balance Due collects the rest of the current table minimum, including tax and fees that weren't charged on a prior deposit.

When it's selected:

  • Subtext shows Buyer Total (full table quote without processing), Amount Paid, and Balance Due
  • Amount defaults to the remaining balance (tax and fees included, processing not included)
  • Description uses Venue: Package - remaining balance of $X and does not append + taxes and/or fees
  • The deposit-only note about taxes not charged on the deposit does not appear

Why doesn't Buyer total match Balance Due?

Balance Due is what's still owed before processing. Buyer total at the top is what the guest pays on this link — it adds the processing fee. Same remaining balance; processing is the difference.

If you change Amount away from that remaining balance, the link uses normal Prepaid Full math on the amount you typed.

Receipts show as Balance Due. Checkout still charges like prepaid full.

Default description

Description is filled in for you when you open Request Payment. It updates as you change payment type, amount, tax, service charge, or fees — until you edit the field yourself.

Format:

Venue: Package - [payment type] for $amount

Examples:

  • Full payment: Marquee: VIP Bottle - for $1,500.00
  • Deposit: Marquee: VIP Bottle - Deposit for $100.00
  • Balance Due: Marquee: VIP Bottle - remaining balance of $1,850.00
  • Authorization: Marquee: VIP Bottle - Authorization for $0.00

If tax, service charge, or fees are on the link, TablelistPro appends + taxes and/or fees (for example, Club Tablelist: for $1,000.00 + taxes and/or fees). Balance Due and Prepaid Deposit skip that suffix — remaining balance already includes tax and fees, and deposits don't charge them.

If the reservation has no package name, that part is skipped (for example, Marquee: Deposit for $100.00).

Edit the description anytime before you save — once you change it, auto-updates stop so your copy stays put.

After you save

You'll land on Payment link details:

  • Payment Link — Copyable URL for the guest checkout page
  • Status — Starts as Payment pending, with when it was sent
  • Buyer total breakdown — Subtotal, tax, service charge, custom fees, processing fee, and total

Back on the Payment tab, each link in Payment Links shows the name, status (for example Payment pending), amount, who sent it, and when.

Payments also appear in the Reservations payment column. To see all pending and completed payments across your organization, open Payments in the sidebar.

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

To cancel a payment link: open it from Payment Links, click the ⋯ menu → 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

Balance Due is available on web, not in the iOS request-payment flow yet.

You can also generate payment links from pending reservation requests.

Android

Android follows the same payment-link flow as iOS. Balance Due is available on web, not in the mobile request-payment flow yet.

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