Difference between revisions of "Stripe Payment Request"
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[[Category:How to]] | [[Category:How to]] | ||
[[Category:Payments]] | [[Category:Payments]] | ||
| − | |||
| − | + | <div class="heading">Stripe - Send a Payment Request to your guests to make a payment</div> | |
| − | This page explains how to send a payment request to the guest to make a payment. | + | This page is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and explains how to send a payment request to the guest to make a payment. |
__TOC__ | __TOC__ | ||
| Line 25: | Line 24: | ||
=Set up= | =Set up= | ||
| − | == | + | <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: | ||
| Line 38: | Line 41: | ||
*'''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> | ||
| − | == | + | <div class="mw-collapsible mw-collapsed"> |
| + | <div class="headline-collapse" > | ||
| + | Step 2: Create Auto Auctions | ||
| + | </div> | ||
| + | <div class="mw-collapsible-content"> | ||
| − | 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. |
You can setup multiple auto actions to collect different amounts at different times. | You can setup multiple auto actions to collect different amounts at different times. | ||
Depending on when you want to collect the payments, deposit on booking, collect a payment after the cancellation period, collect a payment before they arrive. | Depending on when you want to collect the payments, deposit on booking, collect a payment after the cancellation period, collect a payment before they arrive. | ||
| − | + | ||
| − | + | '''Auto Action 1 - Send Payment Request for the deposit ''' | |
| − | |||
Can be used for all bookings and EU countries and required to comply with EU 3DSecure regulations. | Can be used for all bookings and EU countries and required to comply with EU 3DSecure regulations. | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
Trigger tab: | Trigger tab: | ||
| Line 64: | Line 66: | ||
*Booking Source | *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 Conditions | *Booking Conditions | ||
| Line 89: | Line 90: | ||
Dear [GUESTNAME], | Dear [GUESTNAME], | ||
| − | To confirm your booking,a deposit of 25% is required for your stay at [PROPERTYNAME]. | + | To confirm your booking, a deposit of 25% is required for your stay at [PROPERTYNAME]. |
Please use the link below to make a payment. | Please use the link below to make a payment. | ||
| Line 141: | Line 142: | ||
*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. | ||
| − | |||
| − | |||
| − | + | '''Auto Action 2 - Send Payment Request for deposit after cancellation period expires. ''' | |
| − | |||
| − | |||
Can be used for all bookings and EU countries and required to comply with EU 3DSecure regulations. | Can be used for all bookings and EU countries and required to comply with EU 3DSecure regulations. | ||
| Line 152: | Line 149: | ||
You only collect a payment from the guest after the 30 days cancellation period has expired. | You only collect a payment from the guest after the 30 days cancellation period has expired. | ||
| − | |||
| − | |||
| − | |||
| − | |||
Trigger tab: | Trigger tab: | ||
| Line 164: | Line 157: | ||
*Booking Source | *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 Conditions | *Booking Conditions | ||
| Line 238: | Line 230: | ||
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> | ||
| + | |||
| + | =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. | ||
| + | |||
| + | 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 | ||
| + | |- | ||
| + | |||
| + | |STRIPEREFUND | ||
| + | | refund has been processed at Stripe | ||
| + | |- | ||
| + | |||
| + | |CARDFAILSTRIPE | ||
| + | | card has failed at Stripe, see the note for reason | ||
| + | |- | ||
| − | + | |} | |
| − | |||
Latest revision as of 09:00, 29 July 2024
This page is about the menu (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and explains how to send a payment request to the guest to make a payment.
1 Use
You can use this method if:
You have a Stripe account and you have connected it to your property.
And
You require the guest to make a payment, you have a telephone booking and/or require the guest to make the payment.
If you are in the EU and/or have guests from the EU, you may need to comply with 3DSecure Payments, this will require you to send a payment link to the guest to make the payment directly.
2 How it works
You send a payment link to the guest so they can make the payment.
3 Set up
Step 1: Setup Stripe Account
Go to (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and set:
Stripe is compatible with the pending payments auto charge function and direct charging a stored card from bookings, when you connect via the ‘Connect’ Button.
- Click Connect Button. If you have multiple Stripe Accounts, ensure you connect to the correct Stripe account in your Stripe dashboard.
- Set Enable/Priority - if you plan to use multiple Payment gateways, set the number based on the order on the payment page.
- Save all cards to Stripe = Yes.
- Capture = Yes, for your Beds24 booking page, this will collect the payment at the time of the booking.
- Payment Description - Description for Stripe payments, template variables can be used. This description will be seen in the STRIPE dashboard, this is not visible to the Guest.
- Title - Customise the title for this payment option.
- Instruction - Create an optional description to appear next to the Stripe pay now button.
Step 2: Create Auto Auctions
Go to (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and click Create New Action to create them.
You can setup multiple auto actions to collect different amounts at different times. Depending on when you want to collect the payments, deposit on booking, collect a payment after the cancellation period, collect a payment before they arrive.
Auto Action 1 - Send Payment Request for the deposit
Can be used for all bookings and EU countries and required to comply with EU 3DSecure regulations.
Trigger tab:
- Time
- Trigger Event = Booking
- Trigger Time = Immediately
- Time Window = 1 day
- 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
- Group Booking Trigger = Trigger only Master
- Status = All not cancelled
- Invoice Balance= Any
Message tab:
- Send Message = Booking API/Smart Email
If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
- Email Subject - enter the subject for your Guests
- Plain Text Box - will send to channels using Message API
Message Text :- enter the text you wish to send to your guests include URL, you can set a value/percentage or full amount. see here
Dear [GUESTNAME],
To confirm your booking, a deposit of 25% is required for your stay at [PROPERTYNAME].
Please use the link below to make a payment.
https://beds24.com/bookpay.php?bookid=[BOOKID]&g=st&pay=groupbalance&pc=25
We look forward to welcoming you.
Best Regards,
[PROPERTYNAME]
To request the guest to make a payment of 25% of the booking balance (group), then use this setting &pay=groupbalance&pc=25
For a fixed amount of 100, the use &pay=100
You can also show different payment methods for the guest to choose, g=st,pp will show Stripe and Paypal payment gateways.
- HTML box - Email will be sent
Email Text :- It is possible to use the same details (URL) as in the Plain Text box above, alternatively you can use the template variable details below see here
Dear [GUESTNAME],
To confirm your booking,a deposit of 25% is required for your stay at [PROPERTYNAME].
Please use the link [PAYLINK:25%] to make a payment.
We look forward to welcoming you.
Best Regards,
[PROPERTYNAME]
[PAYLINK:25%] -Creates a payment link (HTML A tag) for the payment request for a percentage of the outstanding balance. Use 100% to specify the full outstanding balance.You can also use a percentage over 100% if you want to charge extra for example for credit card payments.
[PAYLINK:200] - Creates a payment link (HTML A tag) for the fixed payment amount 200.
Booking tab: Optional
- Flag Text = PayReq (for example)
- Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
Booking Info tab:
- Optional, add a booking info tab 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 Text = Enter the description/text to show in for the Booking Info Code.
Auto Action 2 - Send Payment Request for deposit after cancellation period expires.
Can be used for all bookings and EU countries and required to comply with EU 3DSecure regulations.
You only collect a payment from the guest after the 30 days cancellation period has expired.
Trigger tab:
- Time
- Trigger Event = Checkin
- Trigger Time = -30
- Time Window = 30 day
- 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
- Group Booking Trigger = Trigger only Master
- Status = All not cancelled
- Invoice Balance= Any
Message tab:
- Send Message = Booking API/Smart Email
If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
- Email Subject - enter the subject for your Guests
- Plain Text Box - will send to channels using Message API
Message Text :- enter the text you wish to send to your guests include URL, you can set a value/percentage or full amount. see here
Dear [GUESTNAME],
To confirm your booking,a deposit of 25% is required for your stay at [PROPERTYNAME].
Please use the link below to make a payment.
https://beds24.com/bookpay.php?bookid=[BOOKID]&g=st&pay=groupbalance&pc=25
We look forward to welcoming you.
Best Regards,
[PROPERTYNAME]
For a payment of 25% of the booking balance (group), then use this setting &pay=groupbalance&pc=25
For a fixed amount of 100, the use &pay=100
You can also show different payment methods for the guest to choose, g=st,pp will show Stripe and Paypal payment gateways.
- HTML box - Email will be sent
Email Text :- It is possible to use the same details (URL) as in the Plain Text box above, alternatively you can use the template variable details below see here
Dear [GUESTNAME],
To confirm your booking,a deposit of 25% is required for your stay at [PROPERTYNAME].
Please use the link [PAYLINK:25%] to make a payment.
We look forward to welcoming you.
Best Regards,
[PROPERTYNAME]
[PAYLINK:25%] -Creates a payment link (HTML A tag) for the payment request for a percentage of the outstanding balance. Use 100% to specify the full outstanding balance.You can also use a percentage over 100% if you want to charge extra for example for credit card payments.
[PAYLINK:200] - Creates a payment link (HTML A tag) for the fixed payment amount 200.
Booking tab: Optional
- Flag Text = PayReq (for example)
- Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
Booking Info tab:
- Optional, add a booking info tab 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 Text = Enter the description/text to show in for the Booking Info Code.
4 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.
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.
| Code | 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 |
| STRIPEREFUND | refund has been processed at Stripe |
| CARDFAILSTRIPE | card has failed at Stripe, see the note for reason |
