Category:Payments: Difference between revisions

[[Category:How to]]

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.  

Example - 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.'''

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

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

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

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

*Payment Rule = Not Cancelled

<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.

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

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.  

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

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

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 Request Header" and "Payment Request Confirmation".

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

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

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

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

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

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

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

'''Step 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"

[[File:Payment4.jpg]]

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

[[File:Payment1.png]]

<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: #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) ->PROPERTIES->BOOKING RULES the guest will submit their credit card detail but the card will NOT be charged.

You can set up an Auto Action ({{#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.

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