Enabling Payment/Authorization Links

1. Sign up for HPay as described in Signing up for HPay Payment Processing.

2. In the Payment/Authorize Links section at the bottom of the HPay Setup screen, enter the following general information as desired.
Result: The entry fields in this section are enabled.

Sender

Enter the name of your business as you want to appear in the From area of the email sent to your customer.

Reply Email

Enter an email address to which you want responses to your payment/authorize link emails to be sent.

Note: If left blank, link emails will be "noreply" - and will not allow for replies from your customers.

Copy To Email

Enter an email address if you want a blind copy of all payment/authorize link emails sent to an alternate address.

Note: If left blank, no blind copies of emails will be sent.

Include American Express

Click this checkbox if you want payment/authorize links to accept American Express as a form of payment by default. You will have the ability to disable this on an individual basis as you create links.

Auto Notification of Link Status Changes

Enable this option to have the program automatically check for payment information from links every five minutes while you have Caterease open.

Note: Even with this option disabled, Caterease automatically updates link information whenever a new link is created or when you request by clicking the Administration ribbon tab and choosing HPay > Update Payment Link Numbers.

3. Click the Payment Links button at the lower left of the HPay window to establish the following options for payment links:

Enable Payment Links

Ensure this box is checked to enable the payment links feature in your program.

Auto Email Payment Links

Check this box to have the program automatically send the payment link invoice (created in the section below) whenever you create a payment link. With this box unchecked, a link will be created which you would then send through a custom Caterease email template. (See Creating E-mail Templates for more information.)
Allow Tips for Payment Links

With this box checked, your customers will be able to add tips to payments for events or quick orders.

Note: Guestroom payment links do not allow for tips.

Require Payment Link Category

Click this check box if you want to require that the payment Category field is filled in before a user creates or sends a payment link.

Expires

Here you can establish the default amount of days between the creation of the payment link and the date on which it expires.

Note: This is not a date of credit card expiration; it is merely the link itself that expires.

Accept ACH Payments

Check this box to have your payment links accept ACH electronic check payments by default. You will have the ability to disable this on an individual basis as you create links. .

Customize Payment Link Invoice

Click this button and follow the steps in the next section to customize the automatic payment link invoice email.

4. Click the Authorize Links button at the lower left of the window to establish the following options for authorization links:

Enable Authorize Links
Ensure this box is checked to enable the authorization links feature in your program.

Auto Email Authorize Links
Check this box to have the program automatically send the authorization link email (created in the section below) whenever you create an authorization link. With this box unchecked, a link will be created which you would then send through a custom Caterease email template. (See Creating E-mail Templates for more information.)
Customize Authorize Link Invoice
Click this button and follow the steps in the next section to customize the automatic authorization link email..

Enabling Payment/Authorization Links

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