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Creating and Sending Payment Links

Creating and Sending Payment Links

You can send your customer a payment link electronically using our powerful HPay integration and allow customers to process payments online for events, quick orders or guest rooms. Your customer can then use that link to submit payment, even opting to have a token of the card stored on file in Caterease for future use.

Note: If you have enabled surcharges, your customer will receive notice of that surcharge prior to clicking the final submission from this Payment link. For more information, see Enabling Payment Surcharges.
  1. Pull up a record in either Event Manager, Quick Order Manager or Guestrooms Manager.
  2. Click the Link button  in the tool bar along the right side of the manager screen and choose New Payment Link. Result: The New Payment Link window appears.
    Note: If the Link button is not available in the tool bar, see Customizing the Tools Menu and Tools Bar.
  1. Confirm recipient information (defaults to main contact for the event/order/booking) in the New Payment Link window or click the Select Contact button  at the top right of the window to choose a different contact. Note: You can also add a custom contact for this one link by unchecking the Use Existing Contact option and typing new information. This new contact will not be added to the program and will be for this one payment only.
  2. Confirm the amount for the payment by choosing to bill for the balance due, any past due deposits (events or group room contracts only) or some other amount. Note: The Deposits Due option will not be available if there are no schedule deposits with dates past due (see Scheduling Future Event Deposits). Deposit amount will default to total of all deposits past due; click the Select from Deposit List button  to choose a specific deposit.
  3. Confirm or edit the payment due date and link expiration date. Note: The expiration date of a link can be edited after that link has been sent.
  4. Confirm the Reply To email address for this link or select a different one. Note: This field defaults to the address you have established in your HPay Setup; other options here include the email address of the sales rep for this party or order or the administrator of this Caterease program.
  5. At the bottom of the window, optionally change the following default choices:
    • Allow Tips 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.
    • Send Automatic Email Check this box to have the program automatically send the payment link invoice as soon as you click OK below. 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.)
    • Credit Cards Check this box to allow customers to use a credit card to pay this invoice.
    • ACH Payments Check this box to allow customers to pay this invoice by ACH electronic check.
    • Customize Payment Link Invoice Click this button to edit the contents of the payment link invoice email for this one link. Note: Payment link invoice emails default to the contents you established in setting up the HPay interface. For more information, see Setting Up HPay Payment Processing.
  6. Click OK at the bottom of the window to send the payment link email to the recipient email address indicated in Step 3, above. Note: If you have unchecked the Send Automatic Email option (above), the window will close and a link will be created – but no email will be automatically sent by the program.
Questions?

For general questions or feedback regarding HPay, contact:

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For more information on HPay Payment Processing, use links below:

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