Automated Payments

Creating an online payment link for an outstanding balance Firstly, select the client record in Merlin you wish to send a payment link to. From the reception screen select the downward arrow at the side of the  'Payments' button and click on ...

Creating an online payment link for an advance payment Once in a Merlin client  record, click on the dropdown arrow at the side of the  payments button. A new  dropdown menu will appear.   Select Request Payment.  ...

Taking a Point of Sale Payment via the Payment's Menu Once in a Merlin client  record, click on the dropdown arrow at the side of the  payments button and s elect Request POS Payment .  You are  now pres...

Taking an Advance Payment via the Point of Sale Payments Menu Once in a Merlin client  record, click on the dropdown arrow at the side of the  payments button. A new  dropdown menu will appear.  Select Request POS ...

Refunding a Payment  via the Payment's Menu Once in a Merlin client  record, click on the dropdown arrow at the side of the  payments button. Select Request Payment.  You are presented with the Payments box, select Re...

Track Payment Links Dashboard The Payment Links Dashboard allows users to view the individual client's automated payments history, with the option of viewing all clients. 1. Once in a Merlin client record, click on the drop-down arrow at the...