Category:Payments: Difference between revisions

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[[Category:~~How to~~]]

[[Category:Daily_Use]]

[[Category:Bookings]]

[[Category:Rules]]

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__TOC__

=Summary=

You can '''collect payments for direct bookings at the time of the booking''' or '''send payment requests for completed bookings'''. To do so you need to activate at least one of these payment options:

*Connect one of the integrated payment processors: '''Stripe, Paypal, Authorize.Net, globalpayments, asiapay, pesopay, siampay, paydollar, Borgun, Bitpay'''. Payments collected via an integrated payment processor will be listed in the booking.

*Credit Card Collection to only collect credit card details but not charge the card. You charge the card manually using our own service. Payments need to be entered manually to the booking.

*Offline Payments (Custom Instruction) if you require a bank transfer. Payments need to be entered manually to the booking.

'''Stripe is recommended and offers the best functionality.''' If you use Stripe you can '''automatically charge guest credit cards or virtual cards submitted from OTAs"'.

</div>

== Payment Options==

~~To collect payments or send payment requests you need to activate at least one payment option.~~

=== Integrated Payment Gateways===

The funds are deposited directly to your account. Beds24 will be notified about the payment and you will see the amount in the "Charges and Payments" tab of the booking.

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Integrated Payment gateways are:

*[[Stripe]]- credit card payments. Stripe offers the best functionality including the option to '''automatically charge pending payments''', automatically charge virtual cards from ~~OTSs~~ and manually charge a card directly from the booking. [https://stripe.com Register here for a Stripe ~~account].~~

*[[Stripe]]- credit card payments. Stripe offers the best functionality including the option to '''automatically charge pending payments''', automatically charge virtual cards from OTAs and manually charge a card directly from the booking. [https://stripe.com Register here for a Stripe account].

*[[Paymill]] - credit cards payments. [https://app.paymill.com/en-gb/auth/register?referrer=mpksystems Register here for a PAYMILL account].

*[[Authorize.Net]] - credit cards payments. [https://ems.authorize.net/oap/home.aspx?SalesRepID=98&ResellerID=24094 Register here for an Authorize.Net account].

*[[Realex]] - credit card payments. [http://www.realexpayments.ie/business-offering Register here for a Realex account].

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*[[Paypal]] - Paypal and credit card payments.

To connect your payment gateway go to {{#fas:cog}} (SETTINGS) PAYMENT GATEWAYS ~~> PAYMENTS-~~>STRIPE/PAYPAL...

To connect your payment gateway go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE/PAYPAL...

=== Custom Gateway ===

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[[Media:card_deposit.png|view large]]

If leaving credit card details is the only option you want to give to your guests go to {{#fas:cog}} (SETTINGS) PAYMENTS > CREDIT CARD ~~COLLECTION~~ and use the [[Card_Number_Collection|Credit Card Collection help page]].

If leaving credit card details is the only option you want to give to your guests go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > CREDIT CARD and use the [[Card_Number_Collection|Credit Card Collection help page]].

=== Offline Payments (Custom Instruction) ===

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Some channels send credit card details. If you use [[Stripe]] as payment gateway you can choose to send credit cards supplied by all channels directly to Stripe. You will then be able to

*automatically charge virtual cards from OTAs when they become valid. To enable this option go to {{#fas:cog}} (SETTINGS) CHANNEL MANAGER and set "Channel Collect ~~Invoice~~" = Charges and Pending Payments. Then

*automatically charge virtual cards from OTAs when they become valid. To enable this option go to {{#fas:cog}} (SETTINGS) CHANNEL MANAGER and set "Channel Collect Payments" = Charges and Pending Payments. Then

go to the channel settings (for example SETTINGS->CHANNEL MANAGER->BOOKING.COM) and set "Auto Process Virtual Cards" = Yes and select the "Virtual Card Payment Rule", either Auto or if you have created a Payment Rule, then select your payment rule.

go to the channel settings (for example {{#fas:cog}} (SETTINGS) CHANNEL MANAGER -> BOOKING.COM) and set "Auto Process Virtual Cards" = Yes and select the "Virtual Card Payment Rule", either Auto or if you have created a Payment Rule, then select your payment rule.

*charge a card manually from within the booking or in the Stripe extranet.

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To collect payments from channels which do not provide credit card details or if you do not use Stripe you can ~~send~~ send payment requests (see below).

To collect payments from channels which do not provide credit card details or if you do not use Stripe you can send payment requests (see below).

== Create and manage pending payments ==

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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 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 {{#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) and set "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 Payments" = Charges and Pending Payments. Then go to the channel settings (for example {{#fas:cog}} (SETTINGS) CHANNEL MANAGER > BOOKING.COM) and set "Virtual Cards" = Yes

===Rules for pending payments===

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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.

<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> For Booking.com virtual cards you can set to adjust the charge automatically to the amount on the card. To do so create a rule with these settings:

*Funds Source: Virtual Card

*Payment value adjustment = choose any except for "None"

===Manage pending payments===

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

=====Stripe and Auto payment collections via Stripe - 30% deposit at booking OR 100% if check-in less than 30 Days =====

'''You need to setup STRIPE Payment Gateway to use the details below.'''

~~====Example~~ - ~~Stripe and Auto payment collections via Stripe - 30% deposit at booking OR 100% if check-in less than 30 Days ====~~

Step 1 - Setup Booking Rules

</div>

~~'''You need~~ to ~~setup STRIPE Payment Gateway to use the details below.'''~~

Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE

~~'''Step~~ 1 - ~~Setup Booking Rules'''~~

*Normal Bookings - Booking Type = Confirmed with Deposit Payment 1- via payment gateway.

~~Go to {{#fas:cog}} (SETTINGS) PROPERTIES> BOOKING RULES~~

*Normal Bookings - Booking Type = Confirmed with Deposit Payment 1- via payment gateway.

*Near term Bookings

**Days in Advance = 30

**Booking Type = Confirmed with Deposit Payment 2- via payment gateway

</div></div>

~~'''~~Step 2 - Setup Payment Collection~~'''~~

Step 2 - Setup Payment Collection

</div>

Go to {{#fas:cog}} (SETTINGS) ~~PAYMENTS -~~> ~~PAYMENT~~ COLLECTION

Go to {{#fas:cog}} (SETTINGS) > BOOKING ENGINE > DEPOSIT COLLECTION DIRECT BOOKINGS

*Non Payment Booking Status = Request

*Deposit Payment 1 Percentage = 30%

*Deposit Payment 2 Percentage - 100%

</div></div>

~~'''Step 3~~ - ~~Create Payment Rule '''~~

Step 3 - Create Payment Rule

</div>

{{#fas:cog}} (SETTINGS) PAYMENTS -> PAYMENT RULE

Create a Payment Rule to collect payments if bookings are not cancelled.

~~'''Click '''- Create New~~ Payment Rule

Payment Rule :

*Name = Enter your title - Not Cancelled (for example)

*Action = Auto

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*Prevent payment if booking status : Cancelled

*Prevent payment action : Set Manual (or Delete)

</div></div>

Step 4 - Create Auto Actions

</div>

~~'''Step 4 - Create Auto Actions'''~~

(Suggest 2 auto actions created, 1- add pending payment and 2 - send email to guest on successful collection of payment)

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'''Invoice tab:'''

Add a Pending Payment to the booking

*Payment Type = Percent of balance due

*Description = the text you will see in the "Charges and Payments" tab (Payment Balance)

*Status = if you use the status function add the status you want to apply to the pending payment (optional)

*Amount = 100 (balance is full price so 100% of the balance)

*Payment Rule = Not Cancelled

*Payment Rule = Not Cancelled (setup in Step 3 above)

*Payment Due = check in -30

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[INVOICETABLE] will show all of the Charges/Payments.

<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you are using deposit collection make sure you set {{#fas:cog}} (SETTINGS) ~~PAYMENTS-~~>~~PAYMENT~~ COLLECTION "Non Payment Booking Status" = Request.

<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you are using deposit collection make sure you set {{#fas:cog}} (SETTINGS) BOOKING ENGINE > DEPOSIT COLLECTION DIRECT BOOKINGS "Non Payment Booking Status" = Request.

</div>

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You can set up an Auto Action with a payment request. The guest can then make a payment through the payment option(s) you support. If you use one of the integrated payment gateways Beds24 will be notified about the payment and it will show in the "Charges and Payments" tab of the booking.

To use this option you need to activate at least one payment option (SETTINGS-> PAYMENTS> PAYPAL/STRIPE...)

To use this option you need to activate at least one payment option {{#fas:cog}}(SETTINGS) PAYMENTS > PAYPAL/STRIPE...

You can show a custom message in header section of the payment request and in the confirmation which the guest sees after they have completed the payment. The settings are {{#fas:cog}}(SETTINGS) PAYMENTS " Payment Request Header" and "Payment Request Confirmation".

*Go to {{#fas:cog}}(SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and create an Auto Action. Use the context help (?Icons) and the help page (click on HELP in the top right menu) for ~~general~~ instructions.

*Go to {{#fas:cog}}(SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and create an Auto Action. A template is available which you can further customize. Use the context help (?Icons) in the Auto Action and on the help page (click on HELP in the top right menu) for further instructions.

In the "~~Email~~" tab click on "Edit" and enter your text.

In the "Messaging" tab click on "Edit" and enter your text.

You can use either template variables for a pre canned link (recommended) or create your own custom URL.

<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span> Payment links expire 28 days after check-out.

=== Using Template Variables===

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*[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 payment request) for a fixed amount.

<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> [PAYLINK] will not work with your own URL. Use a link instead if you have activated the private lablel option and want the link to use your own domain.

*The template variable [PAYBUTTON] creates a payment button for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance.

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<code>an</code> AuthoizeNet

<code>bp</code> Bitpay

<code>bg</code> Borgun

<code>bp</code> Bitpay

<code>cc</code> credit card collection

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==Request Guests to Submit Credit Card Details==

You can set up an Auto Action with a request to ~~sub mit~~ credit card details. Guests will be able to submit their card details on a secure form.

You can set up an Auto Action with a request to submit credit card details. Guests will be able to submit their card details on a secure form.

To use this option you need to

*activate credit card collection in {{#fas:cog}} (SETTINGS) PAYMENTS > CREDIT CARD

*activate credit card collection {{#fas:cog}} (SETTINGS) PAYMENTS > CREDIT CARD COLLECTION > CREDIT CARD

*set which credit cards you accept {{#fas:cog}} (SETTINGS) PAYMENTS > CREDIT CARD COLLECTION

*set which credit cards you accept {{#fas:cog}} (SETTINGS) PAYMENTS > CREDIT CARD COLLECTION > CREDIT CARD RULES

*Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and create an Auto Action. Use the context help (?Icons) and the help page (click on HELP in the top right menu) for general instructions.

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*If you want to use custom text you can use an a link <a https://beds24.com/bookpay.php?bookid=[BOOKID]&g=cc&pay=na>Your text</a>

You can show a custom message in header section of the payment request and in the confirmation which the guest sees after they have entered their details. The settings are SETTINGS-> PAYMENTS " Payment Request Header" and "Payment Request Confirmation".

You can show a custom message in header section of the payment request and in the confirmation which the guest sees after they have entered their details. The settings are {{#fas:cog}}(SETTINGS) > PAYMENTS > PAYMENT COLLECTION " Payment Request Header" and "Payment Request Confirmation".

You can also use a direct link. The link uses the booking number plus the parameter &g=cc&pay=na

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Guests will be asked to enter their credit card details with their details.

[[Image:creditcard.~~png~~|~~450px~~|link=]]

[[Image:creditcard.jpg|400px|link=]]

[[Media:creditcard.~~png~~|view large]]

[[Media:creditcard.jpg|view large]]

*Go to {{#fas:cog}}(SETTINGS) > BOOKING ENGINE > DEPOSIT COLLECTION DIRECT BOOKINGS and use these instructions if you want to

**automatically collect a deposit/payment though an integrated payment gateway.

*Go to SETTINGS->PAYMENTS and use these instructions if you want to

*Go to {{#fas:cog}}(SETTINGS) > PAYMENTS and use these instructions if you want to

**automatically collect a deposit/payment though an integrated payment gateway.

**require guests to make an offline payment (i.e. bank transfer).

**connect your own payment gateway.

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After the guest clicked "Confirm Booking" they are directed to the payment screen.

[[Image:paymentgateway.png|~~450px~~|link=]]

[[Image:paymentgateway.png|500px|link=]]

[[Media:paymentgateway.png|view large]]

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'''Setup'''

1. Go to {{#fas:cog}} (SETTINGS) ~~PAYMENTS~~ > ~~PAYMENT~~ COLLECTION

'''Step 1.''' Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > DEPOSIT COLLECTION DIRECT BOOKINGS

*Set "Non Payment Booking Status". Failed or non payments can be set to leave the booking in either cancelled or request status.

*Set "Non Payment Booking Status". Failed or non payments can be set to leave the booking in either cancelled, inquiry or request status.

**'''Request''': When the guest clicks "Confirm Booking" the room gets reserved for the guest and will not be available for other guests to book. When they make a successful payment the status of the booking will automatically change to confirmed. If the payment is aborted or not successful the status of the room will still be blocked with the request status. You will then either need to change the status manually to cancelled or use an auto action to automatically change the status of Request bookings to Cancelled after a preset time. Auto Actions can be set up in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT >AUTO ACTIONS.

**'''Request''': When the guest clicks "Confirm Booking" the room gets reserved for the guest and will not be available for other guests to book. When they make a successful payment the status of the booking will automatically change to confirmed. If the payment is aborted or not successful the status of the room will still be blocked with the request status. You will then either need to change the status manually to cancelled or use an auto action to automatically change the status of Request bookings to Cancelled after a preset time. Auto Actions can be set up in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS.

NOTE : {{#fas:cog}} (SETTINGS) BOOKING ENGINE > REQUEST BOOKINGS - Do not block the room - this has been depreciated with the introduction of Inquiry status.

**'''Inquiry''': When the guest clicks "Confirm Booking" the booking is entered in to the calendar, but will not block the room. The dates will be available for other guests to book. When they make a successful payment the status of the booking will automatically change to confirmed. If the payment is aborted or not successful the room will not be blocked. You will then either need to change the status manually to cancelled or use an auto action to automatically change the status of Request bookings to Cancelled after a preset time. Auto Actions can be set up in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS.

**'''Cancelled''': When the guest clicks "Confirm Booking" the room will not be reserved until the payment has completed. Other guests can still book the room until a successful payment has been made leaving a small risk of double bookings.

*Set the required amount. It can be a fixed amount, a percentage of the total or the value of the first nights accommodation.

*The currency used by will be the currency you have set in the ~~'''~~PROPERTY -> DESCRIPTION~~'''~~ currency to receive payments setting.

*The currency used by will be the currency you have set in the {{#fas:cog}} (SETTINGS) PROPERTY > DESCRIPTION currency to receive payments setting.

[[Image:DBPayment2a.jpg|500px|link=]]

[[Media:DBPayment2a.jpg|view large]]

~~[[File:Payment2.png]]~~

2. To add general information to the header section of the payment screen go to {{#fas:cog}} (SETTINGS) PAYMENTS-> and click on "Deposit Payment Header"

'''Step 2.''' To add general information to the header section of the payment screen go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT COLLECTION and click on "Deposit Payment Header"

3. Enable one or more payment options.

'''Step 3.''' Enable one or more payment options.

*Choose the gateway and or method(s) you want to use ({{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > PAYPAL/STRIPE..... and enter the required account information to connect your payment system to your account. Use the context help (? icons) and the page help (top right menu of each page) for instructions.

[[~~File~~:~~Payment4~~.jpg]]

[[Image:PayGate2.jpg|500px|link=]]

[[Media:PayGate2.jpg|view large]]

If you want to offer your guests a choice between different options you can select in which order the options display.

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For detailed instruction for each gateway/method when you click on the context help (? icons) and on HELP in the top right corner of the payment method help page.

4. Go to {{#fas:cog}} (SETTINGS) ~~PROPERTIES~~ >~~BOOKING RULES~~

'''Step 4.''' Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE >

*Set "Booking Type" to either the Deposit Collection 1 or Deposit Collection 2.

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This allows you for example to take a different deposit in high and low season or for normal and last minute bookings.

[[~~File~~:~~Payment1~~.~~png~~]]

[[Image:DBPaymentPerc.jpg|500px|link=]]

[[Media:DBPaymentPerc.jpg|view large]]

<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Note that booking rules for ~~rates~~ will override rules for rooms and booking rules for offers will override ~~property~~ booking rules.

<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Note that booking rules for fixed prices will override rules for rooms and booking rules for offers will override booking engine booking rules.

<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> If you set "Booking Type" in = "Collect CC - auto confirmed with Credit Card" or "Request CC - Request only with credit card number" in SETTINGS~~->PROPERTIES-~~>BOOKING ~~RULES~~ the guest will submit their credit card detail but the card will NOT be charged.

<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> If you set "Booking Type" in = "Collect CC - auto confirmed with Credit Card" or "Request CC - Request only with credit card number" in {{#fas:cog}}(SETTINGS) > BOOKING ENGINE the guest will submit their credit card detail but the card will NOT be charged.

==Reports ==

You can set up an Auto Action (S{{#fas:cog}} (SETTINGS) ~~GUESTMANAGEMENT-~~ > AUTO ACTIONS) to flag bookings for which a payment and set up a ~~custome~~ report for these bookings (REPORTS-> CUSTOM REPORTS) which you show on the dashboard.

You can set up an Auto Action ({{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS) to flag bookings for which a payment and set up a custom report for these bookings (REPORTS-> CUSTOM REPORTS) which you show on the dashboard.

In REPORTS-> STANDARD REPORTS you can choose from a wide range of financial reports.

== Frequently asked questions==

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-[[Category:How to]]
+[[Category:Daily_Use]]
 [[Category:Bookings]]
 [[Category:Rules]]
@@ Line 9: / Line 9: @@
   __TOC__
+=Summary=
+<div class="summarybox">
+You can  '''collect payments  for direct bookings at the time of the booking''' or '''send payment requests for completed bookings'''. To do so you need to activate at least one of these payment options:
+*Connect one of the integrated payment processors: '''Stripe, Paypal, Authorize.Net, globalpayments, asiapay, pesopay, siampay, paydollar, Borgun, Bitpay'''.   Payments collected via an integrated payment processor will be listed in the booking.
+*Credit Card Collection to only collect credit card details but not charge the card. You charge the card manually using our own service. Payments need to be entered manually to the booking.
+*Offline Payments (Custom Instruction) if you require a bank transfer. Payments need to be entered manually to the booking.
+'''Stripe is recommended and offers the best functionality.''' If you use Stripe you can '''automatically charge guest credit cards or virtual cards submitted from OTAs"'.
+</div>
 == Payment Options==
-To collect payments or send payment requests you need to activate at least one payment option.
 === Integrated Payment Gateways===
 The funds are deposited directly to your account. Beds24 will be notified about the payment and you will see the amount in the "Charges and Payments" tab of the booking.
@@ Line 17: / Line 25: @@
 Integrated Payment gateways are:
-*[[Stripe]]- credit card payments. Stripe offers the best functionality including the option to '''automatically charge pending payments''', automatically charge virtual cards from OTSs and manually charge a card directly from the booking.  [https://stripe.com Register here for a Stripe account].
+*[[Stripe]]- credit card payments. Stripe offers the best functionality including the option to '''automatically charge pending payments''', automatically charge virtual cards from OTAs and manually charge a card directly from the booking.  [https://stripe.com Register here for a Stripe account].
-*[[Paymill]] - credit cards payments. [https://app.paymill.com/en-gb/auth/register?referrer=mpksystems Register here for a PAYMILL account].
 *[[Authorize.Net]] - credit cards payments. [https://ems.authorize.net/oap/home.aspx?SalesRepID=98&ResellerID=24094  Register here for an Authorize.Net account].
 *[[Realex]] - credit card payments. [http://www.realexpayments.ie/business-offering Register here for a Realex account].
@@ Line 24: / Line 31: @@
 *[[Paypal]] - Paypal and credit card payments.
-To connect your payment gateway go to {{#fas:cog}} (SETTINGS) PAYMENT GATEWAYS > PAYMENTS->STRIPE/PAYPAL...
+To connect your payment gateway go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE/PAYPAL...
 === Custom Gateway ===
@@ Line 35: / Line 42: @@
 [[Media:card_deposit.png|view large]]
-If leaving credit card details is the only option you want to give to your guests go to {{#fas:cog}} (SETTINGS)  PAYMENTS > CREDIT CARD COLLECTION and use the  [[Card_Number_Collection|Credit Card Collection help page]].
+If leaving credit card details is the only option you want to give to your guests go to {{#fas:cog}} (SETTINGS)  PAYMENTS > PAYMENT GATEWAYS > CREDIT CARD and use the  [[Card_Number_Collection|Credit Card Collection help page]].
 === Offline Payments (Custom Instruction) ===
@@ Line 45: / Line 52: @@
 Some channels send credit card details. If you use [[Stripe]] as payment gateway you can choose to send credit cards supplied by all channels directly to Stripe. You will then be able to
-*automatically charge virtual cards from OTAs when they become valid. To enable this option go to {{#fas:cog}} (SETTINGS) CHANNEL MANAGER and set "Channel Collect Invoice" = Charges and Pending Payments. Then
+*automatically charge virtual cards from OTAs when they become valid. To enable this option go to {{#fas:cog}} (SETTINGS) CHANNEL MANAGER and set "Channel Collect Payments" = Charges and Pending Payments. Then
-go to the channel settings (for example SETTINGS->CHANNEL MANAGER->BOOKING.COM) and set "Auto Process Virtual Cards" = Yes and select the "Virtual Card Payment Rule", either Auto or if you have created a Payment Rule, then select your payment rule.
+go to the channel settings (for example {{#fas:cog}} (SETTINGS) CHANNEL MANAGER -> BOOKING.COM) and set "Auto Process Virtual Cards" = Yes and select the "Virtual Card Payment Rule", either Auto or if you have created a Payment Rule, then select your payment rule.
 *charge a card manually from within the booking or in the Stripe extranet.
@@ Line 53: / Line 60: @@
-To collect payments from channels which do not provide credit card details or if you do not use Stripe you can send send payment requests (see below).
+To collect payments from channels which do not provide credit card details or if you do not use Stripe you can send payment requests (see below).
 == Create and manage pending payments ==
@@ Line 62: / Line 69: @@
 *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 {{#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) and set "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 Payments" = Charges and Pending Payments. Then go to the channel settings (for example {{#fas:cog}} (SETTINGS) CHANNEL MANAGER > BOOKING.COM) and set "Virtual Cards" = Yes
 ===Rules for pending payments===
@@ Line 68: / Line 75: @@
 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.
+<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> For Booking.com virtual cards you can set to adjust the charge automatically to the amount on the card. To do so create a rule with these settings:
+*Funds Source: Virtual Card
+*Payment value adjustment = choose any except for "None"
 ===Manage pending payments===
@@ Line 79: / Line 90: @@
 After the payment was collected you will see a status information on the "Info" tab.
+=====Stripe and Auto payment collections via Stripe - 30% deposit at booking OR 100% if check-in less than 30 Days =====
+'''You need to setup STRIPE Payment Gateway to use the details below.'''
 <div class="mw-collapsible mw-collapsed">
 <div  class="headline-collapse" >
-====Example - Stripe and Auto payment collections via Stripe - 30% deposit at booking OR 100% if check-in less than 30 Days ====
+Step 1 - Setup Booking Rules
 </div>
 <div class="mw-collapsible-content">
-'''You need to setup STRIPE Payment Gateway to use the details below.'''
+Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE
-'''Step 1 - Setup Booking Rules'''
+*Normal Bookings - Booking Type = Confirmed with Deposit Payment 1- via payment gateway.
-Go to {{#fas:cog}} (SETTINGS) PROPERTIES> BOOKING RULES
-*Normal Bookings - Booking Type = Confirmed with Deposit Payment 1- via payment gateway.
 *Near term Bookings
 **Days in Advance = 30
 **Booking Type = Confirmed with Deposit Payment 2- via payment gateway
+</div></div>
+<div class="mw-collapsible mw-collapsed">
+<div  class="headline-collapse" >
-'''Step 2 - Setup Payment Collection'''
+Step 2 - Setup Payment Collection
+</div>
+<div class="mw-collapsible-content">
-Go to {{#fas:cog}} (SETTINGS) PAYMENTS -> PAYMENT COLLECTION
+Go to {{#fas:cog}} (SETTINGS) > BOOKING ENGINE > DEPOSIT COLLECTION DIRECT BOOKINGS
 *Non Payment Booking Status = Request
 *Deposit Payment 1 Percentage = 30%
 *Deposit Payment 2 Percentage - 100%
+</div></div>
-'''Step 3 - Create Payment Rule '''
+<div class="mw-collapsible mw-collapsed">
+<div  class="headline-collapse" >
+Step 3 - Create Payment Rule
+</div>
+<div class="mw-collapsible-content">
 {{#fas:cog}} (SETTINGS) PAYMENTS -> PAYMENT RULE
 Create a Payment Rule to collect payments if bookings are not cancelled.
-'''Click '''- Create New Payment Rule
+Payment Rule :
 *Name = Enter your title - Not Cancelled (for example)
 *Action = Auto
@@ Line 132: / Line 154: @@
 *Prevent payment if booking status : Cancelled
 *Prevent payment action : Set Manual (or Delete)
+</div></div>
+<div class="mw-collapsible mw-collapsed">
+<div  class="headline-collapse" >
+Step 4 - Create Auto Actions
+</div>
+<div class="mw-collapsible-content">
-'''Step 4 - Create Auto Actions'''
 (Suggest 2 auto actions created, 1- add pending payment and 2 - send email to guest on successful collection of payment)
@@ Line 158: / Line 185: @@
 '''Invoice tab:'''
+Add a Pending Payment to the booking
 *Payment Type = Percent of balance due
 *Description = the text you will see in the "Charges and Payments" tab (Payment Balance)
 *Status = if you use the status function add the status you want to apply to the pending payment (optional)
 *Amount = 100 (balance is full price so 100% of the balance)
-*Payment Rule = Not Cancelled
+*Payment Rule = Not Cancelled (setup in Step 3 above)
 *Payment Due = check in -30
@@ Line 202: / Line 231: @@
 [INVOICETABLE] will show all of the Charges/Payments.
-<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}}  </span> If you are using deposit collection make sure you set {{#fas:cog}} (SETTINGS)  PAYMENTS->PAYMENT COLLECTION "Non Payment Booking Status" = Request.
+<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}}  </span> If you are using deposit collection make sure you set {{#fas:cog}} (SETTINGS)  BOOKING ENGINE >  DEPOSIT COLLECTION DIRECT BOOKINGS "Non Payment Booking Status" = Request.
 </div>
@@ Line 230: / Line 259: @@
 You can set up an Auto Action with a payment request. The guest can then make a payment through the payment option(s) you support. If you use one of the integrated payment gateways Beds24 will be notified about the payment and it will show in the "Charges and Payments" tab of the booking.
-To use this option you need to activate at least one payment option (SETTINGS-> PAYMENTS> PAYPAL/STRIPE...)
+To use this option you need to activate at least one payment option {{#fas:cog}}(SETTINGS) PAYMENTS > PAYPAL/STRIPE...
 You can show a custom message in header section of the payment request and in the confirmation which the guest sees after they have completed the payment. The settings are {{#fas:cog}}(SETTINGS) PAYMENTS  " Payment Request Header" and "Payment Request Confirmation".
-*Go to {{#fas:cog}}(SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and create an Auto Action. Use the context help (?Icons) and the help page (click on HELP in the top right menu) for general instructions.
+*Go to {{#fas:cog}}(SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and create an Auto Action. A template is available which you can further customize.  Use the context help (?Icons) in the Auto Action and  on the help page (click on HELP in the top right menu) for further  instructions.
-In the "Email" tab click on "Edit" and enter your text.
+In the "Messaging" tab click on "Edit" and enter your text.
 You can use either template variables for a pre canned link  (recommended) or create your own custom URL.
+<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}}  </span>  Payment links expire 28 days after check-out.
 === Using Template Variables===
@@ Line 244: / Line 275: @@
 *[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 payment request) for a fixed amount.
+<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}}  </span>  [PAYLINK] will not work with your own URL. Use a link instead if you have activated the private lablel option and want the link to use your own domain.
 *The template variable [PAYBUTTON] creates a payment button for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance.
@@ Line 280: / Line 313: @@
 <code>an</code> AuthoizeNet
-<code>bp</code>  Bitpay
+<code>bg</code> Borgun
+<code>bp</code> Bitpay
 <code>cc</code> credit card collection
@@ Line 341: / Line 376: @@
 ==Request Guests to Submit Credit Card Details==
-You can set up an Auto Action with a request to sub mit credit card details. Guests will be able to submit their card details on a secure form.
+You can set up an Auto Action with a request to submit credit card details. Guests will be able to submit their card details on a secure form.
 To use this option you need to
-*activate credit card collection in {{#fas:cog}} (SETTINGS) PAYMENTS > CREDIT CARD
+*activate credit card collection {{#fas:cog}} (SETTINGS) PAYMENTS > CREDIT CARD COLLECTION > CREDIT CARD
-*set which credit cards you accept {{#fas:cog}} (SETTINGS) PAYMENTS > CREDIT CARD COLLECTION
+*set which credit cards you accept {{#fas:cog}} (SETTINGS) PAYMENTS > CREDIT CARD COLLECTION > CREDIT CARD RULES
 *Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and create an Auto Action. Use the context help (?Icons) and the help page (click on HELP in the top right menu) for general instructions.
@@ Line 357: / Line 392: @@
 *If you want to use custom text you can use an a link <a https://beds24.com/bookpay.php?bookid=[BOOKID]&g=cc&pay=na>Your text</a>
-You can show a custom message in header section of the payment request and in the confirmation which the guest sees after they have entered their details. The settings are SETTINGS-> PAYMENTS  " Payment Request Header" and "Payment Request Confirmation".
+You can show a custom message in header section of the payment request and in the confirmation which the guest sees after they have entered their details. The settings are {{#fas:cog}}(SETTINGS) > PAYMENTS > PAYMENT COLLECTION " Payment Request Header" and "Payment Request Confirmation".
 You can also use a direct link. The link uses the booking number plus the parameter &g=cc&pay=na
@@ Line 370: / Line 405: @@
 Guests will be asked to enter their credit card details with their details.
-[[Image:creditcard.png|450px|link=]]
+[[Image:creditcard.jpg|400px|link=]]
-[[Media:creditcard.png|view large]]
+[[Media:creditcard.jpg|view large]]
+*Go to {{#fas:cog}}(SETTINGS) > BOOKING ENGINE > DEPOSIT COLLECTION DIRECT BOOKINGS and use these instructions if you want to
+**automatically collect a deposit/payment though an integrated payment gateway.
-*Go to SETTINGS->PAYMENTS and use these instructions if you want to
+*Go to {{#fas:cog}}(SETTINGS) > PAYMENTS and use these instructions if you want to
-**automatically collect a deposit/payment though an integrated payment gateway.
 **require guests to make an offline payment (i.e. bank transfer).
 **connect your own payment gateway.
@@ Line 382: / Line 418: @@
 After the guest clicked "Confirm Booking" they are directed to the payment screen.
-[[Image:paymentgateway.png|450px|link=]]
+[[Image:paymentgateway.png|500px|link=]]
 [[Media:paymentgateway.png|view large]]
@@ Line 390: / Line 426: @@
 '''Setup'''
-. Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT COLLECTION
+'''Step 1.''' Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > DEPOSIT COLLECTION DIRECT BOOKINGS
-*Set "Non Payment Booking Status". Failed or non payments can be set to leave the booking in either cancelled or request status.
+*Set "Non Payment Booking Status". Failed or non payments can be set to leave the booking in either cancelled, inquiry or request status.
-**'''Request''': When the guest clicks "Confirm Booking" the room gets reserved for the guest and will not be available for other guests to book. When they make a successful payment the status of the booking will automatically change to confirmed. If the payment is aborted or not successful the status of the room will still be blocked with the request status. You will then either need to change the status manually to cancelled or use an auto action to automatically change the status of Request bookings to Cancelled after a preset time. Auto Actions can be set up in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT >AUTO ACTIONS.
+**'''Request''': When the guest clicks "Confirm Booking" the room gets reserved for the guest and will not be available for other guests to book. When they make a successful payment the status of the booking will automatically change to confirmed. If the payment is aborted or not successful the status of the room will still be blocked with the request status. You will then either need to change the status manually to cancelled or use an auto action to automatically change the status of Request bookings to Cancelled after a preset time. Auto Actions can be set up in  {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS.
+ NOTE : {{#fas:cog}} (SETTINGS) BOOKING ENGINE > REQUEST BOOKINGS - Do not block the room - this has been depreciated with the introduction of Inquiry status.
+**'''Inquiry''':  When the guest clicks "Confirm Booking" the booking is entered in to the calendar, but will not block the room. The dates will be available for other guests to book. When they make a successful payment the status of the booking will automatically change to confirmed. If the payment is aborted or not successful the room will not be  blocked. You will then either need to change the status manually to cancelled or use an auto action to automatically change the status of Request bookings to Cancelled after a preset time. Auto Actions can be set up in  {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS.
 **'''Cancelled''':  When the guest clicks "Confirm Booking" the room will not be reserved until the payment has completed. Other guests can still book the room until a successful payment has been made leaving a small risk of double bookings.
 *Set the required amount. It can be a fixed amount, a percentage of the total or the value of the first nights accommodation.
-*The currency used by will be the currency you have set in the '''PROPERTY -> DESCRIPTION''' currency to receive payments setting.
+*The currency used by will be the currency you have set in the {{#fas:cog}} (SETTINGS) PROPERTY > DESCRIPTION currency to receive payments setting.
+[[Image:DBPayment2a.jpg|500px|link=]]
+[[Media:DBPayment2a.jpg|view large]]
-[[File:Payment2.png]]
-. To add general information to the header section of the payment screen go to {{#fas:cog}} (SETTINGS) PAYMENTS-> and click on "Deposit Payment Header"
+'''Step 2.''' To add general information to the header section of the payment screen go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT COLLECTION and click on "Deposit Payment Header"
-. Enable one or more payment options.
+'''Step 3.''' Enable one or more payment options.
 *Choose the gateway and or method(s) you want to use ({{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > PAYPAL/STRIPE..... and enter the required account information to connect your payment system to your  account. Use the context help (? icons) and the page help (top right menu of each page) for instructions.
-[[File:Payment4.jpg]]
+[[Image:PayGate2.jpg|500px|link=]]
+[[Media:PayGate2.jpg|view large]]
 If you want to offer your guests a choice between different options you can select in which order the options display.
@@ Line 416: / Line 457: @@
 For detailed instruction for each gateway/method when you click on the context help (? icons) and on HELP in the top right corner of the payment method help page.
-. Go to {{#fas:cog}} (SETTINGS) PROPERTIES >BOOKING RULES
+'''Step 4.''' Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE >
 *Set "Booking Type" to either the Deposit Collection 1 or Deposit Collection 2.
@@ Line 425: / Line 467: @@
 This allows you for example to take a different deposit in high and low season or for normal and last minute bookings.
-[[File:Payment1.png]]
+[[Image:DBPaymentPerc.jpg|500px|link=]]
+[[Media:DBPaymentPerc.jpg|view large]]
-<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}}  </span>  Note that booking rules for rates will override rules for rooms and booking rules for offers will override property booking rules.
+<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}}  </span>  Note that booking rules for fixed prices will override rules for rooms and booking rules for offers will override booking engine booking rules.
-<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> If you set "Booking Type" in  = "Collect CC - auto confirmed with Credit Card" or "Request CC - Request only with credit card number" in SETTINGS->PROPERTIES->BOOKING RULES the guest will submit their credit card detail but the card will NOT be charged.
+<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> If you set "Booking Type" in  = "Collect CC - auto confirmed with Credit Card" or "Request CC - Request only with credit card number" in {{#fas:cog}}(SETTINGS) > BOOKING ENGINE the guest will submit their credit card detail but the card will NOT be charged.
 ==Reports ==
-You can set up an Auto Action (S{{#fas:cog}} (SETTINGS) GUESTMANAGEMENT- > AUTO ACTIONS)  to flag bookings for which a payment and set up a custome report for these bookings (REPORTS-> CUSTOM  REPORTS) which you show on the dashboard.
+You can set up an Auto Action ({{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS)  to flag bookings for which a payment and set up a custom report for these bookings (REPORTS-> CUSTOM  REPORTS) which you show on the dashboard.
 In REPORTS-> STANDARD REPORTS you can choose from a wide range of financial reports.
 == Frequently asked questions==

Category:Payments: Difference between revisions

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