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[[Category:Guest_Management]]
<div class="heading">Payments from guests</div>
This page is about the menu {{#fas:cog}} (SETTINGS-) > PAYMENTS
__TOC__
*[[Paypal]] - Paypal and credit card payments.
To connect your payment gateway go to {{#fas:cog}} (SETTINGS->) PAYMENT GATEWAYS->PAYMENTS->STRIPE/PAYPAL...
=== Custom Gateway ===
[[Media:card_deposit.png|view large]]
If leaving credit card details is the only option you want to give to your guests go to {{#fas:cog}} (SETTINGS -> ) PAYMENTS -> CREDIT CARD COLLECTION and use the [[Card_Number_Collection|Credit Card Collection help page]].
=== Offline Payments (Custom Instruction) ===
Some channels send credit card details. If you use [[Stripe]] as payment gateway you can choose to send credit cards supplied by all channels directly to Stripe. You will then be able to
*automatically charge virtual cards from OTAs when they become valid. To enable this option go to {{#fas:cog}} (SETTINGS->) CHANNEL MANAGER and set "Channel Collect Invoice" = Charges and Pending Payments. Then
go to the channel settings (for example SETTINGS->CHANNEL MANAGER->BOOKING.COM) and set "Auto Process Virtual Cards" = Yes and select the "Virtual Card Payment Rule", either Auto or if you have created a Payment Rule, then select your payment rule.
*added via an [[Auto_Actions#Add_a_pending_payment|Auto Action]]. The auto action will create the pending payment for the bookings which meet the trigger conditions.
*added manually on the "Charges and Payments" tab of the booking. For manually added pending payments you can choose to collect the payment automatically or manually.
*imported as virtual cards from an OTA. To import pending payments go to {{#fas:cog}} (SETTINGS->) CHANNEL MANAGER and set "Channel Collect Invoice" = Charges and Pending Payments. Then go to the channel settings (for example S{{#fas:cog}} (SETTINGS->) CHANNEL MANAGER->BOOKING.COM) and set "Virtual Cards" = Yes
===Rules for pending payments===
In {{#fas:cog}} (SETTINGS->) PAYMENTS->PAYMENT RULES you can create rules and info codes for pending payments.
When the payment is due, the system checks whether the selected rule applies. If this is the case, the payment is triggered and then the selected info code is added to the "Info" tab of the booking.
To use this option you need to activate at least one payment option (SETTINGS-> PAYMENTS> PAYPAL/STRIPE...)
You can show a custom message in header section of the payment request and in the confirmation which the guest sees after they have completed the payment. The settings are {{#fas:cog}} (SETTINGS-> ) PAYMENTS " Payment Request Header" and "Payment Request Confirmation".
*Go to {{#fas:cog}} (SETTINGS->) GUEST MANAGEMENT->AUTO ACTIONS and create an Auto Action. Use the context help (?Icons) and the help page (click on HELP in the top right menu) for general instructions.
In the "Email" tab click on "Edit" and enter your text.
To use this option you need to
*activate credit card collection in {{#fas:cog}} (SETTINGS-> ) PAYMENTS -> CREDIT CARD*set which credit cards you accept {{#fas:cog}} (SETTINGS->) PAYMENTS> CREDIT CARD COLLECTION
*Go to {{#fas:cog}} (SETTINGS->) GUEST MANAGEMENT->AUTO ACTIONS and create an Auto Action. Use the context help (?Icons) and the help page (click on HELP in the top right menu) for general instructions.
Template variables are used to link to the form.
== Collect only Credit Card Details for Web Site Bookings ==
If you only want to securely collect credit card details without charging them go to {{#fas:cog}} (SETTINGS -> ) PAYMENTS -> CREDIT CARD COLLECTION. The guest will only be able to complete the booking if they leave their credit card details. The card processing must be handled manually by your bank or merchant account. You can find more information on the [[Card_Number_Collection|Credit Card Collection help page]].
Guests will be asked to enter their credit card details with their details.
'''Setup'''
1. Go to {{#fas:cog}} (SETTINGS-> ) PAYMENTS->PAYMENT COLLECTION
*Set "Non Payment Booking Status". Failed or non payments can be set to leave the booking in either cancelled or request status.
**'''Request''': When the guest clicks "Confirm Booking" the room gets reserved for the guest and will not be available for other guests to book. When they make a successful payment the status of the booking will automatically change to confirmed. If the payment is aborted or not successful the status of the room will still be blocked with the request status. You will then either need to change the status manually to cancelled or use an auto action to automatically change the status of Request bookings to Cancelled after a preset time. Auto Actions can be set up in {{#fas:cog}} (SETTINGS->) GUEST MANAGEMENT->AUTO ACTIONS.
**'''Cancelled''': When the guest clicks "Confirm Booking" the room will not be reserved until the payment has completed. Other guests can still book the room until a successful payment has been made leaving a small risk of double bookings.
[[File:Payment2.png]]
2. To add general information to the header section of the payment screen go to {{#fas:cog}} (SETTINGS-> ) PAYMENTS-> and click on "Deposit Payment Header"
3. Enable one or more payment options.
*Choose the gateway and or method(s) you want to use ({{#fas:cog}} (SETTINGS-> ) PAYMENTS->PAYMENT GATEWAYS->PAYPAL/STRIPE..... and enter the required account information to connect your payment system to your account. Use the context help (? icons) and the page help (top right menu of each page) for instructions.
[[File:Payment4.jpg]]
For detailed instruction for each gateway/method when you click on the context help (? icons) and on HELP in the top right corner of the payment method help page.
4. Go to {{#fas:cog}} (SETTINGS->) PROPERTIES->BOOKING RULES
*Set "Booking Type" to either the Deposit Collection 1 or Deposit Collection 2.
==Reports ==
You can set up an Auto Action (S{{#fas:cog}} (SETTINGS -> ) GUESTMANAGEMENT->AUTO ACTIONS) to flag bookings for which a payment and set up a custome report for these bookings (REPORTS-> CUSTOM REPORTS) which you show on the dashboard.
In REPORTS-> STANDARD REPORTS you can choose from a wide range of fincancial financial reports.
== Frequently asked questions==
===Can I use a payment gateway to which Beds24 does not integrate? ===
In {{#fas:cog}} (SETTINGS-> ) PAYMENTS->CUSTOM GATEWAY you can connect to your own payment gateway. If you do not have the required programming skills you can hire a developer to set this up for you. If you do not work with a developer you can hire one of our partners. Have a look here: http://shop.beds24.com/category/api-connections/ Keywords: credit card, card, deposit, payment
