Cash at the Counter in Distance Selling via a Payment Link
Steps to Use the Feature
Creating the Payment Link: Start by generating a payment link. If you don't have the customer's email, you can send the link to yourself.
Access to the Payment Form: Once the payment link is pending, use the associated "paid" button to access the payment form. Enter the customer's banking information here.
Customer Validation: It is important to note that customer validation is often required, usually via their phone. Make sure you are in agreement with the customer at the time of the transaction to facilitate this validation.
Use via the Reservation Module: This functionality is also accessible directly from the reservation module. In online mode, select "payment form" from the drop-down list to enter the customer's banking information. As before, make sure the customer is available to validate the transaction on their phone.
User Tips and Best Practices
Communication with Customer: Maintain clear communication with the customer throughout the transaction, especially regarding the necessary validation on their part.
Data Security: Make sure you treat the customer's banking information with the utmost confidentiality and security.
Double Verification: Always confirm the transaction amounts and details with the customer before making the payment.
Common Errors and Problems
Validation Problem: The customer must validate the transaction on their phone. If validation is missing, verify that the client received the notification and can access it.
Banking Information Entry Error: Carefully check the information entered. An error can cause the transaction to fail.
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