Pending Payments - Revision history

Lesley: /* Manage pending payments */

2024-10-24T09:49:02Z

Manage pending payments

← Older revision		Revision as of 09:49, 24 October 2024
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	*Schedule outstanding payments. Pending payments can be collected manually or automatically. The option to charge automatically is available for customers who use [[Stripe\|Stripe]] only.		*Schedule outstanding payments. Pending payments can be collected manually or automatically. The option to charge automatically is available for customers who use [[Stripe\|Stripe]] only.
	*For '''automatic charging''' set the "pending payment" to "auto" (or your payment rule) and enter a due date in the future.		*For '''automatic charging''' set the "pending payment" to "auto" (or your payment rule) and enter a due date in the future.
	*Manually collect a pending payment if the credit card has been sent to Stripe by clicking on the ... menu and then clicking on "charge now".		*'''Manually''' collect a pending payment if the credit card has been sent to Stripe by clicking on the ... menu and then clicking on "charge now".
	*Change the "pending payment" to "manual" click on the ... menu and then click on "Manual".		*Change the "pending payment" to "manual" click on the ... menu and then click on "Manual".
	*Delete a "pending payment" from a booking, click on the ... menu and then click "Delete" to remove the pending payment from the booking.		*'''Delete''' a "pending payment" from a booking, click on the ... menu and then click "Delete" to remove the pending payment from the booking.

	Successful collections will be moved from "Pending Payments" to "Payments".		Successful collections will be moved from "Pending Payments" to "Payments".

Lesley: /* Manage pending payments */

2024-10-24T09:48:12Z

Manage pending payments

← Older revision		Revision as of 09:48, 24 October 2024
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	*For '''automatic charging''' set the "pending payment" to "auto" (or your payment rule) and enter a due date in the future.		*For '''automatic charging''' set the "pending payment" to "auto" (or your payment rule) and enter a due date in the future.
	*Manually collect a pending payment if the credit card has been sent to Stripe by clicking on the ... menu and then clicking on "charge now".		*Manually collect a pending payment if the credit card has been sent to Stripe by clicking on the ... menu and then clicking on "charge now".
			*Change the "pending payment" to "manual" click on the ... menu and then click on "Manual".
			*Delete a "pending payment" from a booking, click on the ... menu and then click "Delete" to remove the pending payment from the booking.

	Successful collections will be moved from "Pending Payments" to "Payments".		Successful collections will be moved from "Pending Payments" to "Payments".

	After the payment was collected you will see a status information on the "Info" tab.		After the payment was collected you will see a status information on the "Info" tab.

	==View bookings with pending payments==		==View bookings with pending payments==
	Go to BOOKINGS -> PENDING PAYMENTS		Go to BOOKINGS -> PENDING PAYMENTS

Lesley: /* Rules for pending payments */

2020-12-15T09:46:36Z

Rules for pending payments

← Older revision		Revision as of 09:46, 15 December 2020
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	==Rules for pending payments==		==Rules for pending payments==

	In SETTINGS->PAYMENTS->PAYMENT RULES you can create rules and info codes for pending payments.		In {{#fas:cog}} (SETTINGS) ->PAYMENTS->PAYMENT RULES you can create rules and info codes for pending payments.

	When the payment is due, the system checks whether the selected rule applies. If this is the case, the payment is triggered and then the selected info code is added to the "Info" tab of the booking.		When the payment is due, the system checks whether the selected rule applies. If this is the case, the payment is triggered and then the selected info code is added to the "Info" tab of the booking.

Lesley: /* Add pending payments */

2020-12-15T09:46:22Z

Add pending payments

← Older revision		Revision as of 09:46, 15 December 2020
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	*added via an [[Auto_Actions#Add_a_pending_payment\|Auto Action]]. The auto action will create the pending payment for the bookings which meet the trigger conditions.		*added via an [[Auto_Actions#Add_a_pending_payment\|Auto Action]]. The auto action will create the pending payment for the bookings which meet the trigger conditions.
	*added manually on the "Charges and Payments" tab of the booking. For manually added pending payments you can choose to collect the payment automatically or manually.		*added manually on the "Charges and Payments" tab of the booking. For manually added pending payments you can choose to collect the payment automatically or manually.
	*imported as virtual cards from an OTA. To import pending payments go to SETTINGS->CHANNEL MANAGER and set "Channel Collect Invoice" = Charges and Pending Payments. Then go to the channel settings (for example SETTINGS->CHANNEL MANAGER->BOOKING.COM/EXPEDIA) and set "Auto Process Virtual Cards" = Yes		*imported as virtual cards from an OTA. To import pending payments 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/EXPEDIA) and set "Auto Process Virtual Cards" = Yes

	==Rules for pending payments==		==Rules for pending payments==

Lesley at 09:44, 15 December 2020

2020-12-15T09:44:53Z

← Older revision		Revision as of 09:44, 15 December 2020
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	[[Category:How to]]		[[Category:How to]]
	[[Category:Payments]]		[[Category:Payments]]
	<div class="heading">~~Page Title~~</div>		<div class="heading">Pending Payments</div>
	This page is about the menu BOOKINGS > PENDING PAYMENTS and explains how to create and manage pending payments		This page is about the menu BOOKINGS > PENDING PAYMENTS and explains how to create and manage pending payments

Annette at 10:32, 19 November 2020

2020-11-19T10:32:12Z

← Older revision		Revision as of 10:32, 19 November 2020
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	[[Category:How to]]		[[Category:How to]]
	[[Category:Payments]]		[[Category:Payments]]
	''This page explains how to create and manage pending payments''		<div class="heading">Page Title</div>
			This page is about the menu BOOKINGS > PENDING PAYMENTS and explains how to create and manage pending payments

	~~==Pending Payments==~~		= Create and manage pending payments =

	== Create and manage pending payments ==
	The option to automatically collect pending payments is only available for customers who use [[Stripe]] via Stripe Connect ("Connect to Stripe" button). If you connected your Stripe account via keys please remove them and connect via the "Connect to Stripe" button.		The option to automatically collect pending payments is only available for customers who use [[Stripe]] via Stripe Connect ("Connect to Stripe" button). If you connected your Stripe account via keys please remove them and connect via the "Connect to Stripe" button.

	===Add pending payments===		==Add pending payments==
	Pending payments can either be		Pending payments can either be
	*added via an [[Auto_Actions#Add_a_pending_payment\|Auto Action]]. The auto action will create the pending payment for the bookings which meet the trigger conditions.		*added via an [[Auto_Actions#Add_a_pending_payment\|Auto Action]]. The auto action will create the pending payment for the bookings which meet the trigger conditions.
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	*imported as virtual cards from an OTA. To import pending payments go to SETTINGS->CHANNEL MANAGER and set "Channel Collect Invoice" = Charges and Pending Payments. Then go to the channel settings (for example SETTINGS->CHANNEL MANAGER->BOOKING.COM/EXPEDIA) and set "Auto Process Virtual Cards" = Yes		*imported as virtual cards from an OTA. To import pending payments go to SETTINGS->CHANNEL MANAGER and set "Channel Collect Invoice" = Charges and Pending Payments. Then go to the channel settings (for example SETTINGS->CHANNEL MANAGER->BOOKING.COM/EXPEDIA) and set "Auto Process Virtual Cards" = Yes

	===Rules for pending payments===		==Rules for pending payments==

	In SETTINGS->PAYMENTS->PAYMENT RULES you can create rules and info codes for pending payments.		In SETTINGS->PAYMENTS->PAYMENT RULES you can create rules and info codes for pending payments.
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	If your policy is to NOT collect payments for Cancelled bookings, then you should create a payment rule with Status = All Not Cancelled.		If your policy is to NOT collect payments for Cancelled bookings, then you should create a payment rule with Status = All Not Cancelled.

	===Manage pending payments===		==Manage pending payments==

	Under "Pending Payments" on the "Charges and Payments tab of the booking you can:		Under "Pending Payments" on the "Charges and Payments tab of the booking you can:
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	After the payment was collected you will see a status information on the "Info" tab.		After the payment was collected you will see a status information on the "Info" tab.

	===View bookings with pending payments===		==View bookings with pending payments==
	Go to BOOKINGS -> PENDING PAYMENTS		Go to BOOKINGS -> PENDING PAYMENTS

Lesley: /* Create and manage pending payments */

2020-10-29T08:39:08Z

Create and manage pending payments

← Older revision		Revision as of 08:39, 29 October 2020
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	== Create and manage pending payments ==		== Create and manage pending payments ==
	The option to automatically collect pending payments is only available for customers who use [[Stripe]] via Stripe Connect. If you connected your Stripe account via keys please remove them and connect via the "Connect to Stripe" button.		The option to automatically collect pending payments is only available for customers who use [[Stripe]] via Stripe Connect ("Connect to Stripe" button). If you connected your Stripe account via keys please remove them and connect via the "Connect to Stripe" button.

	===Add pending payments===		===Add pending payments===

Lesley at 14:04, 2 April 2020

2020-04-02T14:04:10Z

← Older revision		Revision as of 14:04, 2 April 2020
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	[[Category:Payments]]		[[Category:Payments]]
	''This page explains how to create and manage pending payments''		''This page explains how to create and manage pending payments''

			==Pending Payments==

			== Create and manage pending payments ==
			The option to automatically collect pending payments is only available for customers who use [[Stripe]] via Stripe Connect. If you connected your Stripe account via keys please remove them and connect via the "Connect to Stripe" button.

			===Add pending payments===
			Pending payments can either be
			*added via an [[Auto_Actions#Add_a_pending_payment\|Auto Action]]. The auto action will create the pending payment for the bookings which meet the trigger conditions.
			*added manually on the "Charges and Payments" tab of the booking. For manually added pending payments you can choose to collect the payment automatically or manually.
			*imported as virtual cards from an OTA. To import pending payments go to SETTINGS->CHANNEL MANAGER and set "Channel Collect Invoice" = Charges and Pending Payments. Then go to the channel settings (for example SETTINGS->CHANNEL MANAGER->BOOKING.COM/EXPEDIA) and set "Auto Process Virtual Cards" = Yes

			===Rules for pending payments===

			In SETTINGS->PAYMENTS->PAYMENT RULES you can create rules and info codes for pending payments.

			When the payment is due, the system checks whether the selected rule applies. If this is the case, the payment is triggered and then the selected info code is added to the "Info" tab of the booking.

			There are two standard payment rules created in the system, Auto or Manual.

			If your policy is to NOT collect payments for Cancelled bookings, then you should create a payment rule with Status = All Not Cancelled.

			===Manage pending payments===

			Under "Pending Payments" on the "Charges and Payments tab of the booking you can:
			*Schedule outstanding payments. Pending payments can be collected manually or automatically. The option to charge automatically is available for customers who use [[Stripe\|Stripe]] only.
			*For '''automatic charging''' set the "pending payment" to "auto" (or your payment rule) and enter a due date in the future.
			*Manually collect a pending payment if the credit card has been sent to Stripe by clicking on the ... menu and then clicking on "charge now".

			Successful collections will be moved from "Pending Payments" to "Payments".

			After the payment was collected you will see a status information on the "Info" tab.

			===View bookings with pending payments===
			Go to BOOKINGS -> PENDING PAYMENTS

			View the list of bookings with outstanding pending payments.

			Click on an individual booking to open the booking.

			To manage bulk options, select which bookings by tick in the first column, then scroll to the bottom to the page and select the action from the drop down list.

			To ADD a rule to multiple bookings, then first select the Property (NOT all Properties), then select the bookings and the action.

Annette: Created page with "Category:How to Category:Payments ''This page explains how to create and manage pending payments''"

2020-03-31T13:35:02Z

Created page with "Category:How to Category:Payments ''This page explains how to create and manage pending payments''"

New page

[[Category:How to]]
[[Category:Payments]]
''This page explains how to create and manage pending payments''