2,864
edits
Changes
Jump to navigation
Jump to search
<span style=color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> '''You must be disconnected from Stripe to begin.'''
Open the Stripe menu at SETTINGS ,> PAYMENTS -> PAYMENT GATEWAYS -> STRIPE
Add the following to the end of the URL '''&showkeys'''
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Do not use API keys to connect in live mode, Stripe considers this insecure and will limit functionality.
== Examples/Options ==
=== Direct Bookings - Collect Deposit at time of booking, then Balance XX days before arrival ===
A number of considerations are required when setting up Pending Payments on your Bookings.
*Refundable/Non Refundable bookings, could the booking details change, if modifications are allowed, then the values in Charges & Payments tab could change, therefore consider setting the Auto Action to trigger just prior to the payment being collected, otherwise the Pending Payment could be set for an invalid amount.
*If you have Refundable bookings, then consider adding the Pending Payment at the time when the payment is due to be collected, minimizing the number of refunds you may have to make.
==== Step 1 : Setup Payment Rules ====
'''Cancelled Bookings - Delete Pending Payments OR Set Pending Payment to Manual '''
Go to {{#fas:cog}} (SETTINGS) > PAYMENTS > PAYMENT RULES
Click 'Add Payment Rule'
Payment Rule :
*Name = Enter your title - Not Cancelled (for example)
*Action = Auto
Payment Trigger :
*Booking Status = All not cancelled
*Any Booking Info Code = (Optional)
*All Booking Info Codes = (Optional)
*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)
Payment Action :
*Capture = Yes - immediately charged (Capture=Yes)
*Add info code on success = add a Booking Info item to the booking on success (Optional)
*Add info code on failure = add a Booking Info item to the booking on failure (Optional)
Payment Limit :
*Limit payment value - select an option to prevent accidental overcharging
Payment Action :
*Capture - YES, use this option to collect the payment
Prevent Auto Payment :
*Prevent payment if booking status = Cancelled
*Prevent payment after check-out (days) = 7
*Prevent payment action = Manual/Delete
'''Capture Refundable Security Deposit - Payment Action - Capture = NO '''
==== Step 2 : Set Payment Collection Details ====
'''Acitvate Deposit Collection'''
Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT COLLECTION
*Select the "Non Payment Booking 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.
*Set the required amount. It can be a fixed amount, a percentage of the total or the value of the first nights accommodation.
*The currency used by will be the currency you have set in the {{#fas:cog}} (SETTINGS) PROPERTIES > DESCRIPTION''' currency to receive payments setting.
[[File:Payment2.png]]
'''Add payment instructions or information for your guests'''
To add general information to the header section of the payment screen click on "Deposit Payment Header" and enter the information there.
'''Adjust your booking rule'''
*Go to {{#fas:cog}} (SETTINGS) > PROPERTIES > BOOKING RULES
*Set "Booking Type" to either the Deposit Collection 1 or Deposit Collection 2.
Each of Deposit Collection 1 and Deposit Collection 2 can collect different deposit amounts.
Individual rules can be set for Normal, Near term and Exceptional period bookings. Individual rules can also be set directly within rates or offers.
This allows you for example to take a different deposit in high and low season or for normal and last minute bookings.
[[File:Payment1.png]]
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> The booking rules for rates will override rules for rooms and booking rules for offers will override property booking rules.
==== Step 3 : Setup Auto Actions ====
==== Step 4 : Activate Stripe ====
''Activate Stripe.''
*Go to ( {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and enter the required account information to connect your payment system to your STRIPE account. Use the 'CONNECT to Stripe' button to use Pending payments.
To override the default title which the guest sees enter your custom text in the "Title" field.
*In "Instruction" you can enter a custom information to display under the payment button.
=== Channel Bookings - Virtual cards ===
=== Capture Refundable Security Deposit on Check-in date ===
Step 1 : Setup Payment Rules
*Capture Refundable Security Deposit
**Payment Action - Capture = NO
=== Send Payment request link to the guest to make direct payment - 3DS2 compliant ===
== Change of Stripe Account ==
