2,864
edits
Changes
Jump to navigation
Jump to search
Created page with "Category:Bookings Category:How to Category:Payments Category:Stripe <div class="heading">Stripe - Collect a deposit at time of the booking and outstanding bal..."
[[Category:Bookings]]
[[Category:How to]]
[[Category:Payments]]
[[Category:Stripe]]
<div class="heading">Stripe - Collect a deposit at time of the booking and outstanding balance before Checkin</div>
This page is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and automatic payment collection.
This page explains how to setup payment collection and pending payments to collect a deposit at the time of the booking and a balance before the guest check-in.
__TOC__
=Use=
You can use this method if:
You have a Stripe account and you have connected it to your property.
And
You have bookings from your direct booking page.
And/Or
You have bookings from booking Channels/OTAs.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you are in the EU and/or have guests from the EU, you may need to comply with 3DSecure Payments, this will require you to send a payment link to the guest to make the payment directly.</div>
=How it works=
Credit card details will be sent to Stripe and you can collect a payment.
You can define the Payment Due date/time and the amount of the payment.
You want to collect full payment at the time of the booking.
For bookings created within 14 days (for example) of check-in, collect the full payment (Near term bookings)
=Set up =
==='''Step 1:''' Setup your Booking Rules for Payment Collection===
Go to {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING RULES > NORMAL BOOKINGS.
*Select Booking Type = Confirmed with deposit collection 1- via payment gateway
Go to {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING RULES > NEAR TERM BOOKINGS. (optional)
*Set Days in Advance = 14 (set the appropriate days)
*Select Booking Type = Confirmed with deposit collection 2- via payment gateway
==='''Step 2:''' Setup the Payment Collection Rules===
Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT COLLECTION
*Set Non Payment Booking Status = Cancel
This sets the status of the booking if payment is not completed at the time of booking. Note : that if this setting is set to request, the guest will be sent a booking email even if they do not make a payment. If this setting is set to cancel the guest will only be sent a booking email after payment is made.
*Set Deposit Payment 1 - Percentage = 30 (enter the value you want to collect as your deposit)
*Set Deposit Payment 2 - Percentage = 100
==='''Step 3:''' Setup Stripe Account ===
Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and set:
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> Stripe is compatible with the pending payments auto charge function and direct charging a stored card from bookings, when you connect via the ‘Connect’ Button.
*Click '''Connect''' Button. If you have multiple Stripe Accounts, ensure you connect to the correct Stripe account in your Stripe dashboard.
*Set '''Enable/Priority''' - if you plan to use multiple Payment gateways, set the number based on the order on the payment page.
*'''Save all cards to Stripe = Yes'''.
*'''Capture = Yes''', for your Beds24 booking page, this will collect the payment at the time of the booking.
*'''Payment Description''' - Description for Stripe payments, template variables can be used. This description will be seen in the STRIPE dashboard, this is not visible to the Guest.
*'''Title''' - Customise the title for this payment option.
*'''Instruction''' - Create an optional description to appear next to the Stripe pay now button.
==='''Step 4:''' Create a Payment Rule - Optional===
Standard payment rules in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments
Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES
Create a Payment Rule to collect payments if bookings are not cancelled.
Click '''Create New 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 Limit: (optional)
*Booking Balance or Group Booking Balance
This can be used to prevent accidental overcharging in case a payment has already been made.
Payment Action :
*Capture = Yes - immediately charged (Capture=Yes)
*Add info code on success = add a Booking Info item to the booking on success
*Add info code on failure = add a Booking Info item to the booking on failure
Prevent Auto Payment :
*Prevent payment if booking status : Cancelled
*Prevent payment action : Set Manual
==='''Step 5:''' Create Auto Actions===
Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS
Two auto actions will be required, one to collect the outstanding balance for ALL bookings and the other to collect the deposit for Channel bookings (Non Virtual Cards)
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Auto Action 1 - Collect outstanding balance====
For all bookings, Direct and Channel/OTAs.
</div>
<div class="mw-collapsible-content">
Click '''Create New Action'''
Trigger tab:
*Time
**Trigger Event = Checkin
**Trigger Time = -14 days (set the time you want to collect the payment)
**Time Window = 14 days (set this to the same number (positive) as Trigger time.
*Booking Source
**Booking Source =All (this will apply to all bookings, direct, manual and channels)
If you want to have different auto actions/rules for direct bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings.
*Booking Conditions
**Group Booking Trigger = Trigger only Master
**Status = All not cancelled
**Invoice Balance= Not Zero (can be used to refine the auto action being triggered)
*Info Codes
**Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT
If you receive virtual credit cards from the channels, then enter the Booking Info codes to prevent additional pending payments being added to bookings.
Booking tab: Optional
*Flag Text = Pending payment added (for example)
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
Booking Info tab: Optional, for information and reporting
*Booking Info Code = BALANCE (for example enter the value - use one word only)
*Booking Info Text = Enter the description/text to show in for the Booking Info Code.
Invoice tab:
<div class="warning">{{#fas:exclamation-triangle}} ONLY use Payment Type =‘ Percent of Group balance due’ if you selected Trigger tab > Booking Conditions > Group Booking Trigger = Trigger Only Master.</div>
*Add a Pending Payment to the booking
**Payment Type = Percent of Group Balance due (select on what the payment is calculated)
**Description = the text you will see in the "Charges and Payments" tab
**Status = if you use the status function add the status you want to apply to the pending payment (optional)
**Amount = 100 (this will be 100% of the outstanding balance)
**Payment Rule = Not Cancelled - See Step 4 above (if you have set up payment rules in SETTINGS->PAYMENTS ->PAYMENT RULES they will be available here)
**Payment Due = Trigger date
**Payment time = set the time to collect payment
**Invoicee = If you use the "invoicee" function you can select which invoicee the pending payment will be assigned to.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Auto Action 2 - Collect Deposit from Channel bookings - Non virtual cards====
For channel bookings excluding virtual credit cards.
</div>
<div class="mw-collapsible-content">
Click '''Create New Action'''
Trigger tab:
*Time
**Trigger Event = Booking
**Trigger Time = Immediate
**Time Window = 1 day
*Booking Source
**Booking Source =Channel Manager (this will apply to all bookings from OTAs/channels)
If you want to have different auto actions/rules for each channel booking, then select the Channel from the list’
*Booking Conditions
**Group Booking Trigger = Trigger only Master
**Status = All not cancelled
**Invoice Balance= Not Zero (can be used to refine the auto action being triggered)
*Info Codes
**Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT
If you receive virtual credit cards from the channels, then enter the Booking Info codes to prevent additional pending payments being added to bookings.
Booking tab: Optional
*Flag Text = Pending payment added (for example)
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
Booking Info tab: Optional, for information and reporting
*Booking Info Code = DEPOSIT(for example enter the value - use one word only)
*Booking Info Text = Enter the description/text to show in for the Booking Info Code.
Invoice tab:
<div class="warning">{{#fas:exclamation-triangle}} ONLY use Payment Type =‘ Percent of Group balance due’ if you selected Trigger tab > Booking Conditions > Group Booking Trigger = Trigger Only Master.</div>
*Add a Pending Payment to the booking
**Payment Type = Percent of Group Balance due (select on what the payment is calculated)
**Description = the text you will see in the "Charges and Payments" tab
**Status = if you use the status function add the status you want to apply to the pending payment (optional)
**Amount = 30 (this will be 30% of the outstanding balance, use the same value as you set in SETTINGS->GUEST MANAGEMENT->PAYMENT COLLECTION > DEPOSIT 1)
**Payment Rule = Not Cancelled - See Step 4 above (if you have set up payment rules in SETTINGS->PAYMENTS ->PAYMENT RULES they will be available here)
**Payment Due = Trigger date
**Payment time = set the time to collect payment
**Invoicee = If you use the "invoicee" function you can select which invoicee the pending payment will be assigned to.
</div>
</div>
[[Category:How to]]
[[Category:Payments]]
[[Category:Stripe]]
<div class="heading">Stripe - Collect a deposit at time of the booking and outstanding balance before Checkin</div>
This page is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and automatic payment collection.
This page explains how to setup payment collection and pending payments to collect a deposit at the time of the booking and a balance before the guest check-in.
__TOC__
=Use=
You can use this method if:
You have a Stripe account and you have connected it to your property.
And
You have bookings from your direct booking page.
And/Or
You have bookings from booking Channels/OTAs.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you are in the EU and/or have guests from the EU, you may need to comply with 3DSecure Payments, this will require you to send a payment link to the guest to make the payment directly.</div>
=How it works=
Credit card details will be sent to Stripe and you can collect a payment.
You can define the Payment Due date/time and the amount of the payment.
You want to collect full payment at the time of the booking.
For bookings created within 14 days (for example) of check-in, collect the full payment (Near term bookings)
=Set up =
==='''Step 1:''' Setup your Booking Rules for Payment Collection===
Go to {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING RULES > NORMAL BOOKINGS.
*Select Booking Type = Confirmed with deposit collection 1- via payment gateway
Go to {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING RULES > NEAR TERM BOOKINGS. (optional)
*Set Days in Advance = 14 (set the appropriate days)
*Select Booking Type = Confirmed with deposit collection 2- via payment gateway
==='''Step 2:''' Setup the Payment Collection Rules===
Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT COLLECTION
*Set Non Payment Booking Status = Cancel
This sets the status of the booking if payment is not completed at the time of booking. Note : that if this setting is set to request, the guest will be sent a booking email even if they do not make a payment. If this setting is set to cancel the guest will only be sent a booking email after payment is made.
*Set Deposit Payment 1 - Percentage = 30 (enter the value you want to collect as your deposit)
*Set Deposit Payment 2 - Percentage = 100
==='''Step 3:''' Setup Stripe Account ===
Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and set:
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> Stripe is compatible with the pending payments auto charge function and direct charging a stored card from bookings, when you connect via the ‘Connect’ Button.
*Click '''Connect''' Button. If you have multiple Stripe Accounts, ensure you connect to the correct Stripe account in your Stripe dashboard.
*Set '''Enable/Priority''' - if you plan to use multiple Payment gateways, set the number based on the order on the payment page.
*'''Save all cards to Stripe = Yes'''.
*'''Capture = Yes''', for your Beds24 booking page, this will collect the payment at the time of the booking.
*'''Payment Description''' - Description for Stripe payments, template variables can be used. This description will be seen in the STRIPE dashboard, this is not visible to the Guest.
*'''Title''' - Customise the title for this payment option.
*'''Instruction''' - Create an optional description to appear next to the Stripe pay now button.
==='''Step 4:''' Create a Payment Rule - Optional===
Standard payment rules in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments
Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES
Create a Payment Rule to collect payments if bookings are not cancelled.
Click '''Create New 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 Limit: (optional)
*Booking Balance or Group Booking Balance
This can be used to prevent accidental overcharging in case a payment has already been made.
Payment Action :
*Capture = Yes - immediately charged (Capture=Yes)
*Add info code on success = add a Booking Info item to the booking on success
*Add info code on failure = add a Booking Info item to the booking on failure
Prevent Auto Payment :
*Prevent payment if booking status : Cancelled
*Prevent payment action : Set Manual
==='''Step 5:''' Create Auto Actions===
Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS
Two auto actions will be required, one to collect the outstanding balance for ALL bookings and the other to collect the deposit for Channel bookings (Non Virtual Cards)
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Auto Action 1 - Collect outstanding balance====
For all bookings, Direct and Channel/OTAs.
</div>
<div class="mw-collapsible-content">
Click '''Create New Action'''
Trigger tab:
*Time
**Trigger Event = Checkin
**Trigger Time = -14 days (set the time you want to collect the payment)
**Time Window = 14 days (set this to the same number (positive) as Trigger time.
*Booking Source
**Booking Source =All (this will apply to all bookings, direct, manual and channels)
If you want to have different auto actions/rules for direct bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings.
*Booking Conditions
**Group Booking Trigger = Trigger only Master
**Status = All not cancelled
**Invoice Balance= Not Zero (can be used to refine the auto action being triggered)
*Info Codes
**Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT
If you receive virtual credit cards from the channels, then enter the Booking Info codes to prevent additional pending payments being added to bookings.
Booking tab: Optional
*Flag Text = Pending payment added (for example)
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
Booking Info tab: Optional, for information and reporting
*Booking Info Code = BALANCE (for example enter the value - use one word only)
*Booking Info Text = Enter the description/text to show in for the Booking Info Code.
Invoice tab:
<div class="warning">{{#fas:exclamation-triangle}} ONLY use Payment Type =‘ Percent of Group balance due’ if you selected Trigger tab > Booking Conditions > Group Booking Trigger = Trigger Only Master.</div>
*Add a Pending Payment to the booking
**Payment Type = Percent of Group Balance due (select on what the payment is calculated)
**Description = the text you will see in the "Charges and Payments" tab
**Status = if you use the status function add the status you want to apply to the pending payment (optional)
**Amount = 100 (this will be 100% of the outstanding balance)
**Payment Rule = Not Cancelled - See Step 4 above (if you have set up payment rules in SETTINGS->PAYMENTS ->PAYMENT RULES they will be available here)
**Payment Due = Trigger date
**Payment time = set the time to collect payment
**Invoicee = If you use the "invoicee" function you can select which invoicee the pending payment will be assigned to.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Auto Action 2 - Collect Deposit from Channel bookings - Non virtual cards====
For channel bookings excluding virtual credit cards.
</div>
<div class="mw-collapsible-content">
Click '''Create New Action'''
Trigger tab:
*Time
**Trigger Event = Booking
**Trigger Time = Immediate
**Time Window = 1 day
*Booking Source
**Booking Source =Channel Manager (this will apply to all bookings from OTAs/channels)
If you want to have different auto actions/rules for each channel booking, then select the Channel from the list’
*Booking Conditions
**Group Booking Trigger = Trigger only Master
**Status = All not cancelled
**Invoice Balance= Not Zero (can be used to refine the auto action being triggered)
*Info Codes
**Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT
If you receive virtual credit cards from the channels, then enter the Booking Info codes to prevent additional pending payments being added to bookings.
Booking tab: Optional
*Flag Text = Pending payment added (for example)
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
Booking Info tab: Optional, for information and reporting
*Booking Info Code = DEPOSIT(for example enter the value - use one word only)
*Booking Info Text = Enter the description/text to show in for the Booking Info Code.
Invoice tab:
<div class="warning">{{#fas:exclamation-triangle}} ONLY use Payment Type =‘ Percent of Group balance due’ if you selected Trigger tab > Booking Conditions > Group Booking Trigger = Trigger Only Master.</div>
*Add a Pending Payment to the booking
**Payment Type = Percent of Group Balance due (select on what the payment is calculated)
**Description = the text you will see in the "Charges and Payments" tab
**Status = if you use the status function add the status you want to apply to the pending payment (optional)
**Amount = 30 (this will be 30% of the outstanding balance, use the same value as you set in SETTINGS->GUEST MANAGEMENT->PAYMENT COLLECTION > DEPOSIT 1)
**Payment Rule = Not Cancelled - See Step 4 above (if you have set up payment rules in SETTINGS->PAYMENTS ->PAYMENT RULES they will be available here)
**Payment Due = Trigger date
**Payment time = set the time to collect payment
**Invoicee = If you use the "invoicee" function you can select which invoicee the pending payment will be assigned to.
</div>
</div>
