How to set up and schedule payments in AmenitizPay 💵 – Amenitiz - Help centre

AmenitizPay offers various payment options, including direct payments through your website, payment links, and bank transfers. By implementing a scheduled payment system, you can save time, streamline your processes, and enhance booking security. This guide will walk you through setting up scheduled payments and explore additional payment-related features.

Accessing the AmenitizPay Settings Page 🛠️

Once you’ve activated AmenitizPay, you’ll be taken to the AmenitizPay Settings Page, where you can set up and customise your payment schedule. If you ever need to revisit these settings, here’s how:

Go to the "AmenitizPay" section in your dashboard.
Click on "Settings".

💡 Tip: Check the status of your AmenitizPay account at the top of the settings page. Approval typically takes 5 minutes to 48 hours, but you can configure payment preferences while waiting.

Defining Payment Schedules 🔄

Payment schedules in AmenitizPay are tied to sales terms, with default categories like Standard Sales Terms and Non-refundable Sales Terms. Here’s how to set or adjust a payment schedule:

Click the three dots next to the sales term and select "Edit".
Choose whether payments should be collected "At booking" or "Before check-in".
Specify the number of days before check-in and/or the percentage of the booking amount to collect.
Hit "Save" to apply changes.

⚠️ Important: Ensure the percentage set for a payment doesn’t exceed the total amount allowed in your initial configuration. This will prevent errors.

Payments for Direct and Manual Reservations 💼

Direct Reservations:

When bank transfer is enabled as a payment method (via sales terms), guests selecting this option at checkout will automatically receive a bank transfer request. Note that for direct reservations:

Payment schedules do not apply.
Guests will receive a request for the full booking amount immediately.
It’s up to the guest to transfer the funds for the booking to be considered fully paid.

🔍 Good to know: To deactivate automatic bank transfer requests for direct bookings, you'll need to remove the bank transfer option from the sales terms.

Manual Reservations:

When creating a manual reservation, hoteliers have more flexibility. You can:

Choose the payment method during the reservation process.
Skip a payment request altogether.
Send a payment link instead of a bank transfer request.

Setting General Sales Terms 📋

Clear and concise sales terms are vital for ensuring guests understand their payment responsibilities. This step is also essential because the selected sales terms determine:

The payment options guests see during the booking process.
How payments are processed (e.g., whether bank transfers are enabled).

Use the link on the AmenitizPay settings page to add or edit your sales terms. Need a refresher? Here’s an article that explains how to create sales terms effectively.

💡 Tip: Align your payment schedule with your cancellation policy to reduce confusion and ensure guest compliance.

By setting up payment schedules and tailoring sales terms, AmenitizPay helps you automate processes, secure bookings, and provide guests with a seamless experience. Remember:

Automatic bank transfer requests streamline direct reservations but are not customisable unless disabled in sales terms.
Manual reservations allow greater control over payment methods.

Take a moment to review your settings, and enjoy the peace of mind that comes with an optimised payment workflow!