We have a great feature in our LevartéCRM that allows you to collect your client's payment electronically including their signature.
How to send a payment link to your clients:
- Log into your LevarteCRM. If you have not already created a booking in your CRM, please do so now. Click on the + to open the booking.
- "Click Payment Link." If your booking has multiple clients, you can choose which client to send the form to -or- click to send the form to both clients so they can pay separately.
- Input information about the payment and what the payment is for and then click Send. The client will receive a payment link via their email you have on file, and you will receive a confirmation the email has been sent.
- Once the client has inputted their credit card information they will need to sign the Credit Card Authorization Form to click Submit.
Your LevarteCRM is PCI-compliant and follows all regulations
How to process a payment
- After your client has submitted the electronic Credit Card Authorization Form to authorize their payment, you will receive an email to notify you the authorization was received so you may apply the payment to the reservation with the supplier.
- When you log into your LevarteCRM you will see a flashing red notification that a payment authorization has been received.
- When you're ready to apply payment to the reservation click on Client Payment from your main left side menu. Locate the reservation from the list and click the Action button.
- The credit card information will display. Please make the payment with the supplier. If the payment does not go through with the supplier, please click VOID. This will notify the client something went wrong and you will need to follow up with the client. If the payment is successful with the supplier, please click "Processed w/splr." Once you click Void or Processed, the payment information will be gone. Do not click either button until you are finished with that information or you will need to send a new CCauth Form to your client.