WebPay 

This article will cover setting up WebPay, creating a disbursement for WebPayments, importing WebPayments, and reporting them. Web Payment Link lets you accept payments on a webpage for Quotes and Reservations. Visit www.rentalhosting.com for more information and pricing. With this feature, your rental store can generate an email with an embedded weblink to a payment site.
 

Example of website:

Setting up the Disbursement

1. Go to Configuration -> Accounting Configurations -> Disbursements

2. Create a Disbursement in the Customer Portal.

   1. Store 000

   2. Name - Customer Portal

   3. G/L Account - Account Number that will reconcile Stripe payments

How Web Payments are imported in Point-of-Rental

A scheduled task will run at night, which will import all web payments. Those payments will then be received by Point-of-Rental Operator PORADMIN and entered in the OTHER field on the contract payment screen. The payment is then taken in by A Credit Memo, and the disbursement used is the Customer Portal.

Adding the Web Payment Link to an email message

Navigate to Program Menu -> Configuration -> Store Configuration -> Email Letters ->
 

1. Select or create a new message to include your Web Payment Link.

2. Position your cursor in the body of the message where you want the link

3. Use the Special Fields button to select {WebPaymentLink}. When this message is used, the tag is replaced with a web link to your payment site.

4. Setup varying messages for different situations, such as Quote or Reservation, so an appropriate message is delivered to your customer.

5. NOTE: For proper formatting of your email message, you must use the HTML <br> tag at the end of each line.  See “Example Reservation Message” below.

Sending an email with a Web Payment Link: Anywhere that you can email a contract to a customer, including Day at a Glance for bulk emailing (bulk emailing does require the Mass Fax/Email Module), you can select your email letter containing the Web Payment Link. You can modify the message or send the default. 

Online Payment: This allows you to email the customer a link to pay their contract(s) online. The customer then pays the bill with their credit card through a secure web page and that payment is then imported into your system. This will allow you to quickly determine when and how you received the payment.

Weblink on contracts can be set up in Configurations > System Configurations > Laser Contract Format > Header Tab, in the checkbox for web links (There will be a credit card Icon in the Amount Due box on the contract). 

See our article, Web Payment Configuration/Setup, for more details.

Transaction History

Once the payment is received through the contact link, the payment will show in both the payment history and transaction history in the contract.

Payment History

Notes:

If a Web Payment is sent for a quote, the payment will be put on the customer's account. On reservations, the payment will be applied to the contract. 

Below are templates of how to set up email messages within Point of Rental Software. To get to the setup screen go to Configurations->System Configurations->Email Messages. To Edit double click a message to add a message click Add.

Example Reservation Message:

Subject: Reservation#: {ContractNumber} Event: {ContractInfo} Date: {Date}

Body:

Dear {OrderedBy},<br><br>

Please review the attached reservation #{ContractNumber} for {ContractTime} on {ContractDate} . Feel free to contact us if you have any questions.<br><br>

For your convenience, you can make an online payment for this reservation.  Please carefully review the attached reservation and terms & conditions.  Once you have determined that all details are correct, please click on the web payment link below.  If you cannot click on the link, please copy and paste the link directly into a new browser's web address bar and follow the instructions for your online payment<br><br>

{WebPaymentLink}<br>

We look forward to working with you.<br><br>

Sincerely,<br>

Example Quote Message:

Subject: Quote#: {ContractNumber} Event: {ContractInfo} Date: {Date}

Body:

Dear {OrderedBy},<br><br>

Please review the attached reservation #{ContractNumber} for {ContractTime} on {ContractDate} . Feel free to contact us if you have any questions.<br><br>

For your convenience, you can make an online payment for this reservation.  Please carefully review the attached reservation and terms & conditions.  Once you have determined that all details are correct, please click on the web payment link below.  If you cannot click on the link, please copy and paste the link directly into a new browser's web address bar and follow the instructions for your online payment<br><br>

{WebPaymentLink}<br>

We look forward to working with you.<br><br>

Sincerely,<br>

Example of Customer Email

Dear Jesse,

Please review the attached reservation #96301 for 8:00 am on 3/10/2020. Feel free to contact us if you have any questions.

For your convenience, you can make an online payment for this reservation. Please carefully review the attached reservation and terms & conditions. Once you have determined that all details are correct, please click on the web payment link below. If you cannot click on the link, please copy and paste the link directly into a new browser's web address bar and follow the instructions for your online payment

Web Payment Link "www.xyzrentalinc.com/reservation-payment.asp?cusn=2781&sm=45&op=1&cntr=96301&mod=3&date=3/10/2016&time=8:00am&Totl=293.42&vid=1443"

We look forward to working with you.

Sincerely,

Test Email