Pending Payments: Difference between revisions
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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. | ||
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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". | |||
*'''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 | ||