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Navigating the ThinkPayments Module

This document explains the ins and outs of managing your ThinkPayments account.

If you are interested in switching to ThinkPayments for your credit card processing, see our Getting Started guide.

Management Permissions

Once ThinkPayments is enabled, permissions must be assigned to users. You must be able to assign permissions to be able to complete these steps:

  1. Navigate to Settings -> User Permissions > open a specific user to grant them the required permissions.

  2. Check the box "Can use ThinkPayments." Keep in mind, this gives the user permission to ALL data in the ThinkPayments module.

  3. Click Save.

  4. Repeat for any other users who need access to manage ThinkPayments.

Once a user has the permission, they will see "ThinkPayments" in the dropdown menu at the top left of their ThinkReservations account.

ThinkPayments Management

Once inside the ThinkPayments module, a user will see several pages linked on the left:

  • Payments

  • Payouts

  • Payment Method Settings

  • Balances

  • Documents

  • Management

  • Shop

  • Orders

Payments

The Payments page is where you will find a log of recent transactions. You can filter them by Amount, Email, Date, Status, and Payment method. You can also export the list.

Click on an individual transaction to see a pop-up with more information. In this pop-up, you will see a "Description" field that contains the confirmation ID for the bill for which the payment was taken. This pop-up also shows you a timeline of the transaction, including when it was started and when it succeeded (or failed).

Payouts

The Payouts page shows your current total balance, the total of the next upcoming payout (estimated), and the date the payout is scheduled for (which you can update right from the page). You can see a list of payouts and filter them by Status, Amount, Method, and Date. You can also view extra details by clicking "See details" in the upper right. These include information about the bank account to which payouts are sent, as well as other details.

Payment Method Settings

The Payment Method Settings page lets you choose how your customers can pay. You can enable and disable each option as you wish. Click on a payment method to learn more or to enable or disable it.

Payment method options include:

  • Cards

    • Cards

    • Cartes Bancaires

  • Wallets

    • Apple Pay

    • Google Pay

  • Buy Now, Pay Later (BNPL)

    • Affirm

    • Klarna

In the online booking engine, guests can pay using your selected payment options. When you or your staff take a payment in ThinkReservations, you can use the "Credit Card" payment type to retain and/or charge a debit or credit card.

If you have purchased an EMV terminal through ThinkPayments, you can accept wallet payments from guests in person.

Balances

The Balances page shows estimated upcoming payouts and when it's scheduled. Click the "See details" button to learn more.

This is the same information that shows at the top of the Payouts screen.

Documents

The Documents page displays a list of tax invoices, such as 1099 forms, available for your business.

Management

The Management page is where you can view and proactively edit your account details, including personal or business information, public information, and the bank accounts you use for payouts. This page requires you to sign in with a multi-factor authentication code due to the sensitive nature of the data.

Shop

The Shop page is where you can place an order for an EMV terminal and/or related accessories, such as a case, a dock, or a hub. We support the S710 terminal, which can be used over Wi-Fi or cellular data and can be handheld or placed in the optional dock if you have a formal front desk setup at your property. The reader's price is about $300 USD plus shipping costs.

Orders

The Orders page shows you the status/tracking for any terminal/accessory orders you placed within the Shop page for a reader or accessories.

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