If a guest would like to pay for a good or service using Ivy Pay, the first thing you'll need to do is create a payment request. Fortunately, it's very easy to do so!
First, navigate to the Ivy chat window by clicking the "Chat" button on the lefthand rail:
Select the guest who you would like to send a payment request to from the guest list. Then, in the Message Composer box (the section just beneath the conversation where you can type a message to your guest), click the $ icon.
Click this button will open up a pop-up menu, which allows you to set up the details of your payment request:
Use the dropdown menu just beneath the Item header to select what kind of good or service you'd like to charge the customer for. If you'd like to add additional items, simply click the "Add Item" button.
You leave descriptions for each item in the Description field. This is great if the guest has a specific preference — for example, you can note that they prefer their hamburgers without cheese, or that they like their martinis shaken, not stirred.
To remove an item, click on the "X" icon on the righthand side of the pop-up.
Please be sure to double-check the guest's name, room number, and the total charges. When you're ready to send the payment request to the guest, click the "Send Payment Request" button.
Once you've created and sent a payment request, it will look just a normal Ivy message from your end, but with the payment request details tacked on:
When the guest receives the payment request, they can click on the provided link to navigate to our third-party payment processor, Stripe. From there, they can choose how they want to make the payment, and confirm that all of the charges look correct.
After the guest makes a payment, Ivy will automatically send the guest a message to confirm receiving the payment. This message also includes a link to their receipt/invoice for record-keeping purposes:
If you have any questions about creating payment requests, please do not hesitate to reach out to your Customer Success Manager via the in-app Ivy chat. Thanks!