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====Auto Action 1 - Automatically collect payment====
For all bookings, Direct and Channel/OTAs.
**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 = Auto
**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.
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====Auto Action 2 - Automatically collect a payment for the one night of the booking ====
For all bookings, Direct and Channel/OTAs. "One Night of Charges" - will use the average price of a night calculated from the sum over all nights.
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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 = OneNight (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 = ONENIGHT (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:
*Add a Pending Payment to the booking
**Payment Type = One night of charges
**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 one night of charges)
**Payment Rule = Auto
**Payment Due = Trigger date
