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Created page with "Category:Bookings Category:How to Category:Payments <div class="heading">Stripe - Automatically collect payments based on Payment Schedule</div> This page is a..."
[[Category:Bookings]]
[[Category:How to]]
[[Category:Payments]]
<div class="heading">Stripe - Automatically collect payments based on Payment Schedule</div>
This page is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and automatic payment collection.
This page explains how to setup your payment collection and add pending payments in line with the Payment Schedule.
Currently only available for VRBO/Homeaway.
__TOC__
=Use=
You can use this method if:
You have a Stripe account and you have connected it to your property.
And
You have setup a Payment Schedule.
<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 can set upto 5 Payment details in the Payment Schedule.
Setup auto actions to add pending payments to the bookings matching the details in the Payment schedule.
=Set up=
==='''Step 1:''' Setup your Payment Schedule for VRBO===
*Go to {{#fas:cog}} (SETTINGS) CHANNEL MANAGEMENT > VRBO/Homeaway > PAYMENT SCHEDULE.
Setup your Payment schedule. [[VRBO_Mapping#Payments_and_Payment_Schedule|VRBO Payment Schedule]]
Payment Schedule :
*Name - Payment Plan 1 (for example)
Payment 1 :(For deposit)
*Days After Booking = 0 (for at booking)
*Days Before Check-in = None
*Fixed amount = 0
*Percent amount = 25
Payment 2 :(For balance)
*Days After Booking = 0
*Days Before Check-in = 14
*Fixed amount = 0
*Percent amount = balance (outstanding balance)
==='''Step 2:''' 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 3:''' 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
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 4:''' Create Auto Actions ===
Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS
If you have setup multiple payment schedules, then you will need one Auto Action per payment schedule.
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Auto action 1 - Collect payment 1 with Payment Schedule rules====
For VRBO/Homeaway bookings. Credit card has been collected by VRBO/Homeaway.
You require 25% deposit at the time of booking.
</div>
<div class="mw-collapsible-content">
Click '''Create New Action'''
Trigger tab:
*Time
**Trigger Event = Booking
Set the value based on the Rule set in (SETTINGS) CHANNEL MANAGEMENT > VRBO/Homeaway > PAYMENT SCHEDULE
**Trigger Time = Immediate (set the time based on the payment schedule)
**Time Window = 1 day (set the time based on the payment schedule.
*Booking Source
**Booking Source =VRBO
*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)
Booking tab: Optional
*Flag Text = Payment1 (for example)
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
Booking Info tab: Optional
*Booking Info Code = Payment1 (for example)
*Booking Info Text = Payment 1 from Payment schedule (for example) If you have multiple payment schedules then this can be used in the trigger of the next auto action for a sequence of auto actions.
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 = 25 (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 payment 2 with Payment Schedule rules====
For VRBO/Homeaway bookings. Credit card has been collected by VRBO/Homeaway.
Balance due 14 days before checkin
</div>
<div class="mw-collapsible-content">
Click '''Create New Action'''
Trigger tab:
*Time
**Trigger Event = Checkin
Set the value based on the Rule set in (SETTINGS) CHANNEL MANAGEMENT > VRBO/Homeaway > PAYMENT SCHEDULE
**Trigger Time = -14 days (set the time based on the payment schedule)
**Time Window = 14 days (set the time based on the payment schedule.
*Booking Source
**Booking Source =VRBO
*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
**Any Booking Info Code = PAYMENT1 (sequence from the first payment- Auto Action1)
Booking tab: Optional
*Flag Text = Payment2 (for example)
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
Booking Info tab: Optional
*Booking Info Code = Payment2 (for example)
*Booking Info Text = Payment 2 from Payment schedule (for example) If you have multiple payment schedules then this can be used in the trigger of the next auto action for a sequence of auto actions.
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>
[[Category:How to]]
[[Category:Payments]]
<div class="heading">Stripe - Automatically collect payments based on Payment Schedule</div>
This page is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and automatic payment collection.
This page explains how to setup your payment collection and add pending payments in line with the Payment Schedule.
Currently only available for VRBO/Homeaway.
__TOC__
=Use=
You can use this method if:
You have a Stripe account and you have connected it to your property.
And
You have setup a Payment Schedule.
<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 can set upto 5 Payment details in the Payment Schedule.
Setup auto actions to add pending payments to the bookings matching the details in the Payment schedule.
=Set up=
==='''Step 1:''' Setup your Payment Schedule for VRBO===
*Go to {{#fas:cog}} (SETTINGS) CHANNEL MANAGEMENT > VRBO/Homeaway > PAYMENT SCHEDULE.
Setup your Payment schedule. [[VRBO_Mapping#Payments_and_Payment_Schedule|VRBO Payment Schedule]]
Payment Schedule :
*Name - Payment Plan 1 (for example)
Payment 1 :(For deposit)
*Days After Booking = 0 (for at booking)
*Days Before Check-in = None
*Fixed amount = 0
*Percent amount = 25
Payment 2 :(For balance)
*Days After Booking = 0
*Days Before Check-in = 14
*Fixed amount = 0
*Percent amount = balance (outstanding balance)
==='''Step 2:''' 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 3:''' 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
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 4:''' Create Auto Actions ===
Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS
If you have setup multiple payment schedules, then you will need one Auto Action per payment schedule.
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Auto action 1 - Collect payment 1 with Payment Schedule rules====
For VRBO/Homeaway bookings. Credit card has been collected by VRBO/Homeaway.
You require 25% deposit at the time of booking.
</div>
<div class="mw-collapsible-content">
Click '''Create New Action'''
Trigger tab:
*Time
**Trigger Event = Booking
Set the value based on the Rule set in (SETTINGS) CHANNEL MANAGEMENT > VRBO/Homeaway > PAYMENT SCHEDULE
**Trigger Time = Immediate (set the time based on the payment schedule)
**Time Window = 1 day (set the time based on the payment schedule.
*Booking Source
**Booking Source =VRBO
*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)
Booking tab: Optional
*Flag Text = Payment1 (for example)
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
Booking Info tab: Optional
*Booking Info Code = Payment1 (for example)
*Booking Info Text = Payment 1 from Payment schedule (for example) If you have multiple payment schedules then this can be used in the trigger of the next auto action for a sequence of auto actions.
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 = 25 (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 payment 2 with Payment Schedule rules====
For VRBO/Homeaway bookings. Credit card has been collected by VRBO/Homeaway.
Balance due 14 days before checkin
</div>
<div class="mw-collapsible-content">
Click '''Create New Action'''
Trigger tab:
*Time
**Trigger Event = Checkin
Set the value based on the Rule set in (SETTINGS) CHANNEL MANAGEMENT > VRBO/Homeaway > PAYMENT SCHEDULE
**Trigger Time = -14 days (set the time based on the payment schedule)
**Time Window = 14 days (set the time based on the payment schedule.
*Booking Source
**Booking Source =VRBO
*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
**Any Booking Info Code = PAYMENT1 (sequence from the first payment- Auto Action1)
Booking tab: Optional
*Flag Text = Payment2 (for example)
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
Booking Info tab: Optional
*Booking Info Code = Payment2 (for example)
*Booking Info Text = Payment 2 from Payment schedule (for example) If you have multiple payment schedules then this can be used in the trigger of the next auto action for a sequence of auto actions.
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>
