Create a Request for Payment Message

Learn how to easily create a request for payment message.

Written By Melanie

Updated on September 27th, 2024

To request a payment from your customers, you can create a message template that includes a payment link. This is especially useful when there’s a balance due on a trip—whether it’s for a deposit, additional tickets, products, or any other charges. By sending a secure payment link through email or SMS, you allow your customers to pay easily without needing to call. This method is fast, convenient, and secure, helping streamline the payment process for both you and your customers.

 

How to Create a Request for Payment Message

  1. From the toolbar, select More > Discover More

 

  1. Choose Message Templates

 

  1. Choose the New Template button

 

  1. In the Create a Template dialogue box:
    • Give the template a fitting name, such as “Request for Payment” 
    • Select Payment Request from the Category dropdown menu 

 

  1. Choose Create
  2. Add the relevant text to your template 
  3. Type the clickable text you want, such as “Pay Now"
  4. Highlight the text, then select the Link icon to insert the payment link

 

  1. From the “Choose a Predefined Link” dropdown, select Payment Request URL 

 

  1. Select Insert 
  2. Your text will now be linked 

 

Pro Tip 

Make your link stand out by turning it into a button instead. Check out this guide: How to Edit a Message Template. 

 

 

For more information on sending a request for payment link message, refer to the guide on How to Send a Request for Payment Message.