Stripe Security Deposit capture - Revision history

Lesley: /* How it works */

2025-10-21T08:01:08Z

How it works

← Older revision		Revision as of 08:01, 21 October 2025
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	With Stripe you can authorise a payment on a credit card to be released after a fixed period if the payment is not collected.		With Stripe you can authorise a payment on a credit card to be released after a fixed period if the payment is not collected.

	You can define the Due date/time and the amount to be authorised.		You can define the Due date/time and the amount to be authorised.

Lesley: /* Credit Card details at Stripe */

2024-07-29T07:59:38Z

Credit Card details at Stripe

← Older revision		Revision as of 07:59, 29 July 2024
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	\|STRIPEAUTHORIZE		\|STRIPEAUTHORIZE
	\| payment has been authorised by Stripe		\| payment has been authorised by Stripe
			\|-

			\|STRIPEREFUND
			\| refund has been processed at Stripe
	\|-		\|-

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	\| card has failed at Stripe, see the note for reason		\| card has failed at Stripe, see the note for reason
	\|-		\|-


	\|}		\|}

Lesley: /* Set up */

2024-07-25T08:58:11Z

Set up

← Older revision		Revision as of 08:58, 25 July 2024
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	=Set up=		=Set up=
	~~'''~~Step 1:~~'''~~ Setup Stripe Account		<div class="mw-collapsible mw-collapsed">
			<div class="headline-collapse" >
			Step 1: Setup Stripe Account
			</div>
			<div class="mw-collapsible-content">

	Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and set:		Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and set:
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	*'''Title''' - Customise the title for this payment option.		*'''Title''' - Customise the title for this payment option.
	*'''Instruction''' - Create an optional description to appear next to the Stripe pay now button.		*'''Instruction''' - Create an optional description to appear next to the Stripe pay now button.
			</div></div>

	~~'''~~Step 2:~~'''~~ Create a Payment Rule - Capture Refundable Security Deposit		<div class="mw-collapsible mw-collapsed">
			<div class="headline-collapse" >
			Step 2: Create a Payment Rule - Capture Refundable Security Deposit
			</div>
			<div class="mw-collapsible-content">

	Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES		Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES
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	*Prevent payment after check-out (days) = 7 (default)		*Prevent payment after check-out (days) = 7 (default)
	*Prevent payment action : Set Manual		*Prevent payment action : Set Manual
			</div></div>

	~~'''~~Step 3:~~'''~~ Create Auto Actions		<div class="mw-collapsible mw-collapsed">
			<div class="headline-collapse" >
			Step 3: Create Auto Actions
			</div>
			<div class="mw-collapsible-content">

	Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them.		Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them.
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	*Booking Info Code = PAYREQ (for example enter the value - use one word only)		*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.		*Booking Info Text = Enter the description/text to show in for the Booking Info Code.

			</div></div>

	=Credit Card details at Stripe=		=Credit Card details at Stripe=

Lesley: /* Set up */

2023-11-07T08:26:52Z

Set up

← Older revision		Revision as of 08:26, 7 November 2023
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	Payment Action :		Payment Action :
	*Funding Source = Guest card only		*Funding Source = Guest card only
	*Payment value adjustment = ~~Limit to booking balance~~		*Payment value adjustment = Default
	*Capture = NO - Authorised for collection later		*Capture = NO - Authorised for collection later
	*Add info code on success = add a Booking Info item to the booking on success		*Add info code on success = add a Booking Info item to the booking on success

Lesley: /* Info */

2021-10-06T12:06:28Z

Info

← Older revision		Revision as of 12:06, 6 October 2021
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	*Booking Info Text = Enter the description/text to show in for the Booking Info Code.		*Booking Info Text = Enter the description/text to show in for the Booking Info Code.

	=~~Info~~=		=Credit Card details at Stripe=

	The card will be saved as a new customer in Stripe with the booking number as a reference. Once the new customer is created in Stripe the card can be charged.		The card will be saved as a new customer in Stripe with the booking number as a reference. Once the new customer is created in Stripe the card can be charged.

Lesley at 12:05, 6 October 2021

2021-10-06T12:05:05Z

← Older revision		Revision as of 12:05, 6 October 2021
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	*Booking Info Code = PAYREQ (for example enter the value - use one word only)		*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.		*Booking Info Text = Enter the description/text to show in for the Booking Info Code.

			=Info=

			The card will be saved as a new customer in Stripe with the booking number as a reference. Once the new customer is created in Stripe the card can be charged.

			Multiple cards can be sent for each Stripe customer and a specific one selected when charging.

			Stripe will only accept valid cards. If Stripe reject the card, it's details will still be visible at Beds24.

			Info Codes in the "Info" tab of the booking show you which action was performed.

			{\| class="wikitable"
			! scope="col"\| Code
			! scope="col"\| Use
			\|-

			\|CARDTOSTRIPE
			\| card details were sent to Stripe
			\|-

			\|STRIPEPAYMENT
			\| payment imported from Stripe
			\|-

			\|STRIPEFAIL
			\| card could not be sent to Stripe
			\|-

			\|CARDEXPIRES
			\| added when the card expires before check-in
			\|-

			\|STRIPEAUTHORIZE
			\| payment has been authorised by Stripe
			\|-

			\|CARDFAILSTRIPE
			\| card has failed at Stripe, see the note for reason
			\|-

			\|}

Lesley: /* Set up */

2021-08-11T15:33:28Z

Set up

← Older revision		Revision as of 15:33, 11 August 2021
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	*Prevent payment action : Set Manual		*Prevent payment action : Set Manual

	'''Step 3:''' Create Auto ~~Auctions~~		'''Step 3:''' Create Auto Actions

	Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them.		Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them.
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	*Booking Source		*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 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		*Booking Conditions
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	*Booking Info Text - Refundable Security Deposit pending payment		*Booking Info Text - Refundable Security Deposit pending payment


	Invoice tab:		Invoice tab:
	*Add a Pending Payment to the booking		*Add a Pending Payment to the booking

Lesley at 15:29, 11 August 2021

2021-08-11T15:29:41Z

← Older revision		Revision as of 15:29, 11 August 2021
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	[[Category:How to]]		[[Category:How to]]
	[[Category:Payments]]		[[Category:Payments]]

	<div class="heading">Stripe - Authorise a Refundable Security Payment</div>		<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 is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and authorisation of a refundable payment and explains how to setup a pending payment to ‘Capture/Authorise’ a refundable Security Deposit.

	~~This page~~ explains how to setup a pending payment to ‘Capture/Authorise’ a refundable Security Deposit.

	__TOC__		__TOC__
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	=Set up=		=Set up=
	~~===~~'''Step 1:''' Setup Stripe Account ~~===~~		'''Step 1:''' Setup Stripe Account

	Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and set:		Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and set:
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	*'''Instruction''' - Create an optional description to appear next to the Stripe pay now button.		*'''Instruction''' - Create an optional description to appear next to the Stripe pay now button.

	~~===~~'''Step 2:''' Create a Payment Rule - Capture Refundable Security Deposit ~~===~~		'''Step 2:''' Create a Payment Rule - Capture Refundable Security Deposit

	Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES		Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES
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	*All Booking Info Codes (optional)		*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.		*Exclude Booking Info Code= BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT If you have virtual credit cards from the channels, then use this option.
	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.
			<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 :		Payment Action :
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	*Prevent payment action : Set Manual		*Prevent payment action : Set Manual

	~~===~~'''Step 3:''' Create Auto Auctions~~===~~		'''Step 3:''' Create Auto Auctions

	Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS		Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them.

	If the guest credit card is already at Stripe.		If the guest credit card is already at Stripe.

	~~<div class="mw-collapsible mw-collapsed">~~		'''Auto Action 1 - Authorise payment for all bookings - Guest Credit card at Stripe'''
	~~<div class="headline-collapse" >~~
	~~====~~ Auto Action 1 - Authorise payment for all bookings - Guest Credit card at Stripe ~~====~~

	For bookings via your booking page (direct) and Channel bookings (non virtual cards), the credit card has been sent and stored at Stripe.		For bookings via your booking page (direct) and Channel bookings (non virtual cards), the credit card has been sent and stored at Stripe.

	~~</div>~~
	~~<div class="mw-collapsible-content">~~
	~~Click '''Create New Action'''~~

	Trigger tab:		Trigger tab:
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	**Time Window = 1 day		**Time Window = 1 day
	*Booking Source		*Booking Source
	**Booking Source =~~ALL~~ (this will apply to all bookings)		**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.
	If you want to have different auto actions/rules for ~~each~~ channel ~~booking~~, then select ~~the Channel from the list’~~


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	*Info Codes		*Info Codes
	**Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT		**Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT
	~~If you receive virtual credit cards from the channels, then enter the Booking Info codes to prevent additional pending payments being added to bookings.~~

			<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		Booking tab: Optional
	*Flag Text = Security Deposit Pending Payment (for example)		*Flag Text = Security Deposit Pending Payment (for example)
	*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list		*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.		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.
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	**Payment time = set the time to collect payment		**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.		**Invoicee = If you use the "invoicee" function you can select which invoicee the pending payment will be assigned to.
	~~</div>~~
	~~</div>~~

	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.		<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'''
	~~====~~Auto Action 2 - Send Payment Request with link for Security Deposit Authorisation~~====~~

	Can be used for channel bookings with virtual cards or properties/guests in EU countries and required to comply with EU 3DSecure regulations.		Can be used for channel bookings with virtual cards or properties/guests in EU countries and required to comply with EU 3DSecure regulations.

	~~</div>~~
	~~<div class="mw-collapsible-content">~~

	~~Click '''Create New Action'''~~

	Trigger tab:		Trigger tab:
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	*Booking Source		*Booking Source
	**Booking Source =~~ALL~~ (this will apply to all bookings)		**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.
	If you want to have different auto actions/rules for ~~each~~ channel ~~booking~~, then select ~~the Channel from the list’~~

	*Booking Conditions		*Booking Conditions
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	Booking Info tab: Optional, for information and reporting		Booking Info tab: Optional, for information and reporting
	*Booking Info Code = PAYREQ (for example enter the value - use one word only)		*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.		*Booking Info Text = Enter the description/text to show in for the Booking Info Code.

	~~</div>~~
	~~</div>~~

Lesley: /* Step 2: Create a Payment Rule - Capture Refundable Security Deposit */

2021-08-05T13:50:43Z

Step 2: Create a Payment Rule - Capture Refundable Security Deposit

← Older revision		Revision as of 13:50, 5 August 2021
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	*Exclude Booking Info Code= BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT If you have virtual credit cards from the channels, then use this option.		*Exclude Booking Info Code= BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT If you have virtual credit cards from the channels, then use this option.
	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.		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 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 :		Payment Action :
			*Funding Source = Guest card only
			*Payment value adjustment = Limit to booking balance
	*Capture = NO - Authorised for collection later		*Capture = NO - Authorised for collection later
	*Add info code on success = add a Booking Info item to the booking on success		*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		*Add info code on failure = add a Booking Info item to the booking on failure

	Prevent Auto Payment :		Prevent Auto Payment :
	*Prevent payment if booking status : Cancelled		*Prevent payment if booking status : Cancelled
			*Prevent payment after check-out (days) = 7 (default)
	*Prevent payment action : Set Manual		*Prevent payment action : Set Manual

Lesley: /* Auto Action 2 - Send Payment Request with link for Security Deposit Authorisation */

2021-08-03T08:08:59Z

Auto Action 2 - Send Payment Request with link for Security Deposit Authorisation

← Older revision		Revision as of 08:08, 3 August 2021
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	**Status = All not cancelled		**Status = All not cancelled
	**Invoice Balance= Any		**Invoice Balance= Any

	*Info Codes
	**Exclude Booking Info code = STRIPEAUTHORISE CARDTOSTRIPE
	~~This will trigger for all bookings that do not have a valid card at Stripe.~~

	Message tab:		Message tab: