Email For Deposit

Counter Menu -> Reservations -> Reservation Summary and Totals -> EMAIL FOR DEPOSIT button -> Email For Deposit

Counter Menu -> Contract Deposits -> EMAIL FOR DEPOSIT button -> Email For Deposit

Counter Menu -> Reservation Deposits -> EMAIL FOR DEPOSIT button -> Email For Deposit

When a Contract or Reservation requires a deposit from the customer but the customer is not present, a request for deposit can be generated and paid by email.
Texada Pay must be enabled and configured to utilize Global Payments to use this feature.

Deposit Request activity can be tracked in Payment/Deposit Request Inquiry.

The prompts are:

EMAIL RECIPIENT

This email address to receive the request defaults to a customer/site address setup for any associated Contact in the Contact Information, however it can be over-typed as required.
A window to the Contact Email Search is provided to select from other saved email addresses for this customer.

Note: Only Customers that use the same Currency as the Company can pay Deposits on line.

DEPOSIT AMOUNT

Enter the deposit amount required.
This amount will be included in the deposit request email.

NOTIFY UPON REQUEST

Accept the default address of the current operator or enter a preferred address to receive notification or select one from the Operator Email Search.

Finished?

Click ACCEPT to send the document PDF with request for payment, or CANCEL to abort.

Email confirmation is returned if successfully sent.

History

If there is any deposit request history for the document, then a HISTORY button will be displayed.

This window displays all of the deposits requests which were processed against this document.
The "Date" is the initial date when the deposit was requested and is the UTC date without any conversion.
If the payment is updated at a later date, then this date would still be the original date.

To cancel a request focus/click on the request in the list and then click the CANCEL REQUEST button.
Only pending requests can be cancelled.

Note: It is import to exit the Contract Deposits or Reservation Deposits screen after the email is sent to avoid locking the Deposit record when the Customer tries to pay it.

Resulting Email to Customer for Payment on Texada Pay link:
The selected Email address will receive the email with a link to view the document in Jasper format.
After viewing the document the customer can click the NEXT button at the bottom of the PDF document to make the Deposit payment in a Texada Pay link.

The card credentials can be entered in the Texada Pay link where the Credit Card types listed only include the cards for the Company currency that are defined with a Credit Card "Issuer" in Method of Payments.
The payment description displays in the drop-down for the customer making the payment to select.
To accept direct Bank payments there must be a B for Bank "Issuer" in Method of Payments.

When a customer makes a Deposit through the Texada Pay link, a receipt is emailed back in response.