Used when the client is not in front of you

Actioning this link authorises the card - it does not take payment at this point

Until the authorisation is granted, the booking will have the status of Pending Payment (Stripe)

Once the authorisation is granted, the booking will be confirmed and with retain the Pending Payment status

Until the final payment is actioned (triggered automatically, requested by the organiser or paid by the user) the link will remain in the Active Payment Links.

As the card is authorised the booking is still open (a bit like opening a tab at a bar!)

Amendments can be made easily to the booking

The running total will be adjusted and when the account is charged, only the outstanding amount will be taken

Select Defer Payment and Request

Slide the button to green if you want the payments to be automatically processed at the end of the event (see later notes for more on this process)

A pop up box will ask you to check/enter the email address for the payment link to be sent to

It will pre-populate with the HM account email

This can be over-keyed if a 3rd party is authorising the payment

Once you click Send, a security code will be generated

The purpose of this code is to secure the payment

This needs to be provided to the person completing the authorisation

They can also see the code by logging into their own Horse Monkey account and actioning the Pending Booking

All links waiting to be actioned can be viewed in Active Payment Links

Click the 3 dots alongside the booking

You can then view the link and the code

Authorised bookings appear in the Bookings section and show as Pending Payment

The Pending payments can be actioned and changed to PAID by organisers or account holders at any point

There are several ways to do this:

If Auto Charge is activated the payments will be taken at the end of the event +3 days - giving you time for any amendments to the accounts

From the booking line 3 dots menu, you can select Balance Event Now - and you can choose to use the authorised card to complete the transaction, or introduce a new one

You can also access this from the Event Summary and select Balance Event Now

You can select Generate Payment Link - this generates a new Pay Now link and you email and action in the same way as other links

Used when the client is in front of you F2F

Using this option authorises the card - it does not take payment at this point

Slide the button to green if you want the payments to be automatically processed at the end of the event (see later notes for more on this process)

The booking will have the status of Pending Payment (Stripe)

As the card is authorised the booking is still open (a bit like opening a tab at a bar!)

Amendments can therefore be made easily to the booking

The running total will be adjusted and only the outstanding amount will be taken

Pending payments can be actioned and changed to PAID at any point

There are several ways to do this:

If Auto Charge is activated the payments will be taken at the end of the event +3 days - giving you time for any amendments to the accounts

All successful payments will change to a status of PAID

Failed payments will remain as Pending so you can follow up

You can select Balance Event Now - you can then use the authorised card to complete the transaction

You can also access this from the Event Summary and select Balance Event Now

​Generate Payment Link

This generates a Pay Now link

You can select this at any point to clear an outstanding balance

The steps are the same as detailed above for Request Authorisation Links

But payment is taken as soon as the link is actioned

Once actioned the status will change to PAID