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==='''Step 1:''' Setup Stripe Account ===
==='''Step 2:''' Create a Payment Rule - Capture Refundable Security Deposit ===
==='''Step 3:''' Create Auto Auctions===
If the guest credit card is already at Stripe.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >==== '''Auto Action 1 - Authorise payment for all bookings - Guest Credit card at Stripe ===='''
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<div class="mw-collapsible-content">
Click '''Create New Action'''
If you receive virtual credit cards from the channels, then enter the Booking Info codes to prevent additional pending payments being added to bookings.
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<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> If you accept Virtual Credit Cards from the channels, then you will need to send a payment link to either collect the guest credit card to then authorise the Security Deposit on their personnel card OR send a payment link so the guest can authorise the payment on their own credit card, it is not possible to take a Security deposit from a virtual card.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >===='''Auto Action 2 - Send Payment Request with link for Security Deposit Authorisation===='''
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<div class="mw-collapsible-content">
Click '''Create New Action'''
no edit summary
[[Category:How to]]
[[Category:Payments]]
<div class="heading">Stripe - Authorise a Refundable Security Payment</div>
This page is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and authorisation of a refundable payment. This page and explains how to setup a pending payment to ‘Capture/Authorise’ a refundable Security Deposit.
__TOC__
=Set up=
Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and set:
*'''Instruction''' - Create an optional description to appear next to the Stripe pay now button.
Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES
*All Booking Info Codes (optional)
*Exclude Booking Info Code= BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT If you have virtual credit cards from the channels, then use this option.
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> You will need to send a payment request link to the guest for them to authorise the payment as it is not possible to authorise a refundable payment on a Virtual Card.
Payment Action :
*Prevent payment action : Set Manual
Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONSand click '''Create New Action''' to create them.
For bookings via your booking page (direct) and Channel bookings (non virtual cards), the credit card has been sent and stored at Stripe.
Trigger tab:
**Time Window = 1 day
*Booking Source
**Booking Source =ALL All (this will apply to all bookings, direct, manual and channels). If you want to have different auto actions/rules for each direct bookings -v- channel bookingbookings, then select the Channel from the list’ ‘Direct’ this will include manually created bookings and booking page bookings.
*Info Codes
**Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> 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 = Security Deposit Pending Payment (for example)
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
Booking Info tab: If you do not require an auto action to send a payment link to the guest for payment/authorisation, then this is optional.
**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.
Can be used for channel bookings with virtual cards or properties/guests in EU countries and required to comply with EU 3DSecure regulations.
Trigger tab:
*Booking Source
**Booking Source =ALL All (this will apply to all bookings, direct, manual and channels) . If you want to have different auto actions/rules for each direct bookings -v- channel bookingbookings, then select the Channel from the list’ ‘Direct’ this will include manually created bookings and booking page bookings.
*Booking Conditions
Booking Info tab: Optional, for information and reporting
*Booking Info Code = PAYREQ (for example enter the value - use one word only)
*Booking Info Text = Enter the description/text to show in for the Booking Info Code. </div></div>
