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Stripe Credit Card

165 bytes removed, 16:44, 11 August 2021
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[[Category:How to]]
[[Category:Payments]]
 
<div class="heading">Stripe - Collect the Guest credit card to collect the payment later. </div>
This page is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and automatic payment collection.  This page and explains how to setup your payment collection and collect the payment from the guest credit card saved at Stripe.
__TOC__
=Set up=
==='''Step 1:''' Setup your Booking Rules for Payment Collection===
Go to {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING RULES > NORMAL BOOKINGS.
*Days in Advance = Not used
==='''Step 2:''' Setup Stripe Account ===
Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and set:
==='''Step 3:''' Create Auto Actions - Optional ===
Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them.
If you want to automatically collect the payment from the guest credit card later, then you will need to setup Auto Actions. Alternatively you can collect the payment manually either in your Stripe Dashboard or using the Stripe button Charges & Payments Tab.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >===='''Auto Action 1 - Add a pending payment to the booking to automatically collect payment===='''
For all bookings, Direct and Channel/OTAs.
 
</div>
<div class="mw-collapsible-content">
Click '''Create New Action'''
Trigger tab:
**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
*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
**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 - 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.
 
</div>
<div class="mw-collapsible-content">
Click '''Create New Action'''
Trigger tab:
**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
*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
**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>
==='''Step 4:''' Manually collect payments via Stripe===
To manually collect a payment using your Stripe Connection see [[Stripe#Collect_payment_manually|here]] for instructions.
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