If you'd like to make changes to Ivy Pay parameters like your Service Fee, Sales Tax, or automated message copy, you'll want to navigate to the Setup Wizard.

To access the Setup Wizard, please click the 3 dot menu next to your property's name in the Ivy chat window, then select “Setup”:

From here, choose the "Ivy Pay" tab at the top to access your Ivy Pay settings:

Once you're in the Ivy Pay section of the Setup Wizard, you'll find four subsections:

  1. Overview

  2. Payment Ledger

  3. Categories

  4. Settings

Let's discuss each!



This section is currently in the works and will be available soon!


Payment Ledger

This section is currently in the works and will be available soon!



This section is currently in the works and will be available soon!



In this section, you can make changes to your service fees and sales tax, as well as the automated messages that send to guests when payment requests are sent and fulfilled.

In the top section, you can edit the Sales Tax and Service Fees:

Sales Tax: This sets the default sales tax for any items that are manually typed into the Payment Requests pop-up window. Please note that pre-set items already have a sales tax included.

We recommend setting this value to match your local sales tax.

Service Fee: In this section, you can add a service fee either as a flat rate (in dollars), a percentage rate, or both.

Please note that this is your property's service fee — any money generated from these fees will go straight into your pocket. There may also be additional service fees added by Go Moment or our payment processor.

In addition to setting the values for the fees, you can also activate or deactivate them should you wish only to use a percentage-based fee or a flat fee. If you use both, the fees will add together.

For example, let's say you're charging the guest for a $10 item. In the Setup Window, you've set the service fees as both 5% and $1. In this case, the guest would be charged $11.50: $10 for the item, $1 for the flat service fee, and $0.50 for the percentage fee.

If you have any questions about service fees, please do not hesitate to reach out to your Customer Success Manager for assistance!


The Ivy Pay Settings section of the Setup Wizard also lets you make changes to the automated messages Ivy creates when payment requests are sent and fulfilled by guests:

There are three types of automated messages associated with Ivy Pay:

  • Payment Request: This is the initial message created by the Payment Requests modal. It contains a link for the guest to pay for the good or service.

  • Payment Received: This message is triggered when guests complete a payment. It typically features a link to their invoice/receipt.

  • Payment Refund: If the guest asks for a refund, they will receive this message, which assures them that the refund process has started. It can also include a link to the guest's receipt, which displays the status of the refund.

To choose which message you're editing, select an option from the "Message Type" dropdown menu. If you'd like to disable one of the messages, use the "Active" toggle just to the right of the dropdown menu. You can edit the message copy for each message in the "Message to Guest" field.

If you'd like to add a link to the guest's payment request or receipt, you can use the {payment-request-link} and {payment-receipt-link} variables respectively. Just copy-paste them into your message (including the curly brackets), and Ivy will automatically fill in the correct link for each guest.

Did this answer your question?