Introduction: when the students chooses to pay via bank transfer, they will receive email which includes the details of the bank account number and transfer reference. When students change the payment method, reminder emails need to be sent to them. In addition, when the students underpay via bank transfer, there will be an email sent to them, telling them need to pay off the balance
When “Get bank account number” button is clicked, the email will be sent
The Booking Journey-make decision to use bank transfer as the payment method
Email Subject: You have chosen to pay via bank transfer to confirm your booking for *|BOOKING__BED_NAME|* at *|PROPERTY__NAME|*
When the students click this button, they will get to the booking page on the SP
Add the 'Important reminders' below the button
Telling the students, if they cannot complete bank transfers within the required timeframe, the booking will automatically expire. Also, mention some rule of the bank transfer eg. Bank Transfers usually takes 1 business day to process, so do not worry if they've already made the transfer but it has not shown up on their student portal yet.
Telling the students to please be mindful that there may be transaction fees for certain transfers that they may have to cover. If they've underpaid, please make another transfer to make up the difference, to prevent their booking from expiring within the given timeframe
Future payment-make decision to use bank transfer as the payment method
Email Subject: You have chosen to pay via bank transfer to make your payment for * |PAYMENT_ITEM__DESCRIPTION|* at *|PROPERTY__NAME|*
When the students click this button, they will get to the future payment my payments page on the SP
- Same as the booking journey, add the 'Important reminders' below the button
Telling students to complete their bank transfers before the due day, otherwise the status of the payment item will automatically become overdue
Note that bank transfers usually take 1 business day to process, so do not worry if they've already made the transfer but it has not shown up on their student portal yet.
Telling students to be mindful that there may be transaction fees for certain transfers that they may have to cover. If they've underpaid, please make another transfer to make up the difference, to prevent their payment is insufficient
Telling students if they have set up the Automatic Card on payment and do not pay enough, the deduction will be triggered automatically after the due day
Change the payment method -When the button “Yes, I’m sure” is clicked, the email will be sent
Booking Journey:
Email Subject: You have changed the payment method to confirm your booking for *|BOOKING__BED_NAME|* at *|PROPERTY__NAME|*
When students click the button, they will get to the booking payment page on the SP
Future payment
Email Subject: You have changed the payment method to make your payment for *|PAYMENT_ITEM__DESCRIPTION|* at *|PROPERTY__NAME|*
When students here to click the button, they will get to the future payment my payments page on the SP and students have to choose the payment item again and then choose the payment method they want
When the underpaid happens, the email will be sent to student
Booking Journey
Email Subject: You have an underpaid booking for *|BOOKING__BED_NAME|* at *|PROPERTY__NAME|*
When students click the button, they will get to the booking payment page on the SP
Future payment
Email Subject: You have underpaid payment(s) for *|PAYMENT_ITEM__DESCRIPTION|* at *|PROPERTY__NAME|*
When students here to click the button, they will get to the future payment my payments page on the SP and students have to choose the invoiced payment again and then choose the payment method they want