Stripe Security Deposit capture: Difference between revisions

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[[Category:How to]]
[[Category:How to]]
[[Category:Payments]]
[[Category:Payments]]
[[Category:Stripe]]
 
<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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=How it works=
=How it works=


Stripe and 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.


=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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*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.
 
Payment Limit: (optional)
<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.
*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 = 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
*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
</div></div>


==='''Step 3:''' Create Auto Auctions===
<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
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’
 


*Booking Conditions
*Booking Conditions
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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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*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
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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">
'''Auto Action 2 - Send Payment Request with link for Security Deposit Authorisation'''
<div  class="headline-collapse" >
====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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**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:
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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>
 
=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
|-
 


</div>
|}
</div>
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