2,864
edits
Changes
Jump to navigation
Jump to search
no edit summary
*automatically charge virtual cards from OTAs when they become valid. To enable this option go to {{#fas:cog}} (SETTINGS) CHANNEL MANAGER and set "Channel Collect Invoice" = Charges and Pending Payments. Then
go to the channel settings (for example {{#fas:cog}} (SETTINGS) ->CHANNEL MANAGER->BOOKING.COM) and set "Auto Process Virtual Cards" = Yes and select the "Virtual Card Payment Rule", either Auto or if you have created a Payment Rule, then select your payment rule.
*charge a card manually from within the booking or in the Stripe extranet.
To collect payments from channels which do not provide credit card details or if you do not use Stripe you can send send payment requests (see below).
== Create and manage pending payments ==
You can set up an Auto Action with a payment request. The guest can then make a payment through the payment option(s) you support. If you use one of the integrated payment gateways Beds24 will be notified about the payment and it will show in the "Charges and Payments" tab of the booking.
To use this option you need to activate at least one payment option {{#fas:cog}}(SETTINGS-> ) PAYMENTS> PAYPAL/STRIPE...)
You can show a custom message in header section of the payment request and in the confirmation which the guest sees after they have completed the payment. The settings are {{#fas:cog}}(SETTINGS) PAYMENTS " Payment Request Header" and "Payment Request Confirmation".
*If you want to use custom text you can use an a link <a https://beds24.com/bookpay.php?bookid=[BOOKID]&g=cc&pay=na>Your text</a>
You can show a custom message in header section of the payment request and in the confirmation which the guest sees after they have entered their details. The settings are {{#fas:cog}}(SETTINGS) -> PAYMENTS " Payment Request Header" and "Payment Request Confirmation".
You can also use a direct link. The link uses the booking number plus the parameter &g=cc&pay=na
*Go to {{#fas:cog}}(SETTINGS) ->PAYMENTS and use these instructions if you want to
**automatically collect a deposit/payment though an integrated payment gateway.
**require guests to make an offline payment (i.e. bank transfer).
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Note that booking rules for rates will override rules for rooms and booking rules for offers will override property booking rules.
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> If you set "Booking Type" in = "Collect CC - auto confirmed with Credit Card" or "Request CC - Request only with credit card number" in {{#fas:cog}}(SETTINGS) ->PROPERTIES->BOOKING RULES the guest will submit their credit card detail but the card will NOT be charged.
==Reports ==
You can set up an Auto Action (S{{#fas:cog}} (SETTINGS) -> GUESTMANAGEMENT- > AUTO ACTIONS) to flag bookings for which a payment and set up a custome report for these bookings (REPORTS-> CUSTOM REPORTS) which you show on the dashboard.
In REPORTS-> STANDARD REPORTS you can choose from a wide range of financial reports.
