Difference between revisions of "Category:Deposit Collection"

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m (Added Trouble shooting section)
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  ''This page is about the menu SETTINGS->PROPERTIES->DEPOSIT COLLECTION''  
 
  ''This page is about the menu SETTINGS->PROPERTIES->DEPOSIT COLLECTION''  
  
 +
If you require payment or guarantee from your guests you can choose from these methods:
  
−
The system offers following options to collect a deposit:
+
*If you want only want to securely collect credit card details without charging them go to SETTINGS -> PROPERTIES -> CREDIT CARD COLLECTION. The guest will only be able to complete the booking if they leave their credit card details. The card processing must be handled manually by your bank or merchant account. You can find more information on the  [[Card_Number_Collection|Credit Card Collection help page]].
  
−
== Credit card collection without processing ==
+
Guests will be asked to enter their credit card details with their details.
−
*The system securely collects card details but does not charge them, the card processing must be handled manually by your bank or merchant account. More information: [[Card_Number_Collection|Credit Card]]. If you want to collect credit card details without charging them go to SETTINGS -> PROPERTIES -> CREDIT CARD COLLECTION.  
 
  
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== Custom Instruction ==
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[[Image:creditcard.png|450px|link=]]
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*[[Custompayment|Custom Payment]] - ask guests to make send a cheque or make a bank transfer.
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[[Media:creditcard.png|view large]]
  
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== Payment to a PCI DSS compliant gateway ==
 
−
You can use Beds24 to receive deposit payments with the booking.  All later payments have to be processed manually. To use this function you need an account with one of the integrated payment gateways.:
 
  
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*'''Credit card''' payments via one of the integrated payment gateways (funds deposited directly to your account, gateway providers will deduct their fee and we charge a small fee per transaction) to collect deposits at the time of the booking. The system integrates with [https://stripe.com Stripe], [https://app.paymill.com/en-gb/auth/register?referrer=mpksystems PAYMILL], [https://ems.authorize.net/oap/home.aspx?SalesRepID=98&ResellerID=24094  Authorize.Net] and [http://www.realexpayments.ie/business-offering Realex]
+
*Go to SETTINGS->PROPERTIES->DEPOSIT COLLECTION and use these instructions if you want to  
−
*Payment to your '''Paypal''' account (funds automatically deposited instantly to your Paypal account, Paypal will deduct their fee and we charge a small fee per transaction).
+
**automatically collect a deposit though an integrated payment gateway.
−
* Collect [[Bitpay|bitcoin]] payments.
+
**require guests to make an offline payment (i.e. bank transfer).
 +
**connect your own payment gateway.
 +
**want to give guests the option to choose from two or more options (online deposit payment, offline payment, leave their credit card details)
  
−
'''NOTE'''
+
After the guest clicked "Confirm Booking" they are directed to the payment screen.
−
'''Deposit Collection''' and '''Credit Card Collection''' are two different methods. You can use use both but not at the same time.  
 
  
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<embedvideo service="youtube">https://www.youtube.com/watch?v=9O9xcad5zlw</embedvideo>
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[[Image:paymentgateway.png|450px|link=]]
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[[Media:paymentgateway.png|view large]]
  
 +
__TOC__
  
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== Set up deposit collection through a payment gateway and/or custom instruction==
+
== Integrated Payment Gateways==
 +
If you use this method the guest will not be able to complete the booking without making a payment.
  
 +
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.
 +
 +
Integrated Payment gateways are:
 +
*[[Stripe]]- credit card payments[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.]
 +
*[[Bitpay]] - bitcoin payments.  [https://bitpay.com/ Register here for a Bitpay account.]
 +
*[[Paypal]] - Paypal and credit card payments.
 +
 +
You will need an account at the payment gateway you want to use.  We charge a small fee per transaction and the payment gateway will most likely also charge you fees. Please contact the payment gateway for details of their fees and charges.
 +
 +
== Credit Card Collection ==
 +
You can offer credit card collection as one of several option. If leaving credit card details is the only option you want to give to your guests go to SETTINGS -> PROPERTIES -> CREDIT CARD COLLECTION and use the  [[Card_Number_Collection|Credit Card Collection help page]].
 +
 +
== Offline Payments (Custom Instruction) ==
 +
You can ask your guests to make a bank transfer or send a cheque. If you use this method you will need to enter the payments manually in the "Charges and Payments" tab of the booking.
 +
 +
== Custom Gateway ==
 +
If you do not want to use one of the integrated payment gateways you have the option to set up a connection to an external payment gateway. To set a connection up you will need HTML and programming skills or hire a developer.
 +
 +
== Setup==
 
1. Go to SETTINGS->PROPERTIES->BOOKING RULES  
 
1. Go to SETTINGS->PROPERTIES->BOOKING RULES  
 
*Set "Booking Type" to either the Deposit Collection 1 or Deposit Collection 2.
 
*Set "Booking Type" to either the Deposit Collection 1 or Deposit Collection 2.
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[[File:Payment1.png]]
 
[[File:Payment1.png]]
  
−
Note that booking rules for rates will override rules for rooms and booking rules for offers will override property booking rules.
+
Note that booking rules for rates will override rules for rooms and booking rules for offers will override property booking rules.
  
  
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*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 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 sucessful 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 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 sucessful 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 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.  
+
**'''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.
 
*Set the required amount. It can be a fixed amount, a percentage of the total or the value of the first nights accommodation.
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3. Enable one or more of our payment gateways in SETTINGS->PROPERTIES->DEPOSIT COLLECTION. You have the option to display a custom message for each payment method under the payment button.  
+
3. Enable one or more payment gateways and or methods.
  
−
Choose the gateway you want to use and enter the required account information to connect your payment system to your  account.
+
*Choose the gateway and or method(s) you want to use (SETTINGS->PROPERTIES->DEPOSIT COLLECTION-> 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]]
 
[[File:Payment4.jpg]]
  
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You will need an account at the payment gateway and follow the instructions provided for each gateway. We charge a small fee per transaction and the payment gateway will most likely also charge you fees, please contact the payment gateway for details of their fees and charges. Our partners for credit card payments are:
+
If you want to offer your guests a choice between different options you can select in which order the options display.
  
−
[[Stripe]]- [https://stripe.com Register here for a Stripe account. ]
+
To override the default title which the guest sees enter your custom text in the "Title" field.
−
 
+
*In "Instruction" you can enter a custom information to display under the payment button.  
−
[[Paymill]] - [https://app.paymill.com/en-gb/auth/register?referrer=mpksystems Register here for a PAYMILL account. ]
 
−
 
 
−
[[Authorize.Net]] - [https://ems.authorize.net/oap/home.aspx?SalesRepID=98&ResellerID=24094 Register here for an Authorize.Net account.]
 
−
 
 
−
[[Realex]] - [http://www.realexpayments.ie/business-offering Register here for a Realex account.]
 
−
 
 
−
 
 
−
Our partner for bitcoin payments is [[Bitpay]] - [https://bitpay.com/ Register here for a Bitpay account.]
 
−
 
 
−
 
 
−
Click [[Paypal|here]] for instructions to connect  [[Paypal]]
 
  
 +
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. To add general information to the header section of the payment screen go to SETTINGS->BOOKING PAGE->PAGE DESIGN->CONTENT and click on "Deposit Payment Header"
 
4. To add general information to the header section of the payment screen go to SETTINGS->BOOKING PAGE->PAGE DESIGN->CONTENT and click on "Deposit Payment Header"
−
 
−
== Trouble Shooting ==
 
−
'''Credit card collection is not visible on the booking page :'''
 
−
SETTINGS->PROPERTIES->BOOKING RULES "Booking Type" = Request CC or Collect CC
 
−
SETTINGS->PROPERTIES->ROOMS -> OFFERS "Booking Type"= Default or  Request CC or Collect CC
 
−
Setting for "Booking Type" set in the "Summary" tab of your rates = Default or Request CC or Collect CC
 
−
 
−
== Deposit Collection for Channel Bookings ==
 
−
Beds24 is not involved in deposit collections for bookings from booking channels. Each booking channels handles them according to their rules/your account settings.
 
−
 
−
If you use Stripe as payment gateway you can choose to send credit cards supplied by all  channels directly to Stripe where the cards can be charged. For details please see [[Stripe|Stripe help page]]
 
−
 
  
 
== Send a Paypal Payment Request ==
 
== Send a Paypal Payment Request ==
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== Frequently asked questions==
 
== Frequently asked questions==
−
 
 
===How do I receive the payments?===  
 
===How do I receive the payments?===  
 
Beds24 never handles any payments from guests. All payments go directly into your account with the payment gateway you use.  
 
Beds24 never handles any payments from guests. All payments go directly into your account with the payment gateway you use.  
  
 
===How can I collect payments from guests booking through an OTA? ===  
 
===How can I collect payments from guests booking through an OTA? ===  
−
Beds24 is not involved in deposit collections for bookings from booking channels. Each booking channels handles them according to their rules/your account settings.  
+
Beds24 is not involved in deposit collections for bookings from booking channels. Each booking channels handles them according to their rules/your account settings.
  
−
Some channels send credit card details to Beds24. We have the option to send these directly to Stripe where you can then charge the card. To use this service you will need a Stripe account.
+
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 charge the card from within the booking or in the Stripe extranet. For details please see [[Stripe|Stripe help page]]
  
 
===Can I use a payment gateway to which Beds24 does not integrate? ===  
 
===Can I use a payment gateway to which Beds24 does not integrate? ===  
−
You can connect to your own payment gateway. We do not have the capacity to do custom integrations but you could ask a developer if he can use this method to set up a connection for you: https:/wiki.beds24.com/index.php?title=Landing_Page. If you do not work with a developer you can hire one of our partners. For a list please have a look here: http://shop.beds24.com/category/api-connections/
+
In SETTINGS->PROPERTIES->DEPOSIT COLLECTION->CUSTOM GATEWAY you can connect to your own payment gateway. If you do not have the required programming skills you can hire a developer to set this up for you. If you do not work with a developer you can hire one of our partners. Have a look here: http://shop.beds24.com/category/api-connections/  
 +
 
  
  
 
Keywords: credit card, card, deposit, payment
 
Keywords: credit card, card, deposit, payment

Revision as of 20:40, 14 August 2016

This page is about the menu SETTINGS->PROPERTIES->DEPOSIT COLLECTION

If you require payment or guarantee from your guests you can choose from these methods:

  • If you want only want to securely collect credit card details without charging them go to SETTINGS -> PROPERTIES -> CREDIT CARD COLLECTION. The guest will only be able to complete the booking if they leave their credit card details. The card processing must be handled manually by your bank or merchant account. You can find more information on the Credit Card Collection help page.

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

Creditcard.png view large


  • Go to SETTINGS->PROPERTIES->DEPOSIT COLLECTION and use these instructions if you want to
    • automatically collect a deposit though an integrated payment gateway.
    • require guests to make an offline payment (i.e. bank transfer).
    • connect your own payment gateway.
    • want to give guests the option to choose from two or more options (online deposit payment, offline payment, leave their credit card details)

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

Paymentgateway.png view large

1 Integrated Payment Gateways

If you use this method the guest will not be able to complete the booking without making a payment.

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.

Integrated Payment gateways are:

You will need an account at the payment gateway you want to use. We charge a small fee per transaction and the payment gateway will most likely also charge you fees. Please contact the payment gateway for details of their fees and charges.

2 Credit Card Collection

You can offer credit card collection as one of several option. If leaving credit card details is the only option you want to give to your guests go to SETTINGS -> PROPERTIES -> CREDIT CARD COLLECTION and use the Credit Card Collection help page.

3 Offline Payments (Custom Instruction)

You can ask your guests to make a bank transfer or send a cheque. If you use this method you will need to enter the payments manually in the "Charges and Payments" tab of the booking.

4 Custom Gateway

If you do not want to use one of the integrated payment gateways you have the option to set up a connection to an external payment gateway. To set a connection up you will need HTML and programming skills or hire a developer.

5 Setup

1. Go to SETTINGS->PROPERTIES->BOOKING RULES

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

Each of Deposit Collection 1 and Deposit Collection 2 can collect different deposit amounts.

Individual rules can be set for Normal, Near term and Exceptional period bookings. Individual rules can also be set directly within rates or offers.

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

Payment1.png 

Note that booking rules for rates will override rules for rooms and booking rules for offers will override property booking rules.


2. Go to SETTINGS->PROPERTIES->DEPOSIT 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 sucessful 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 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.

Payment2.png


3. Enable one or more payment gateways and or methods.

  • Choose the gateway and or method(s) you want to use (SETTINGS->PROPERTIES->DEPOSIT COLLECTION-> 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.

Payment4.jpg

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

To override the default title which the guest sees enter your custom text in the "Title" field.

  • In "Instruction" you can enter a custom information to display under the payment button.

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. To add general information to the header section of the payment screen go to SETTINGS->BOOKING PAGE->PAGE DESIGN->CONTENT and click on "Deposit Payment Header"

6 Send a Paypal Payment Request

Click here for instructions how to set up an Auto Action with a payment request.

7 Frequently asked questions

7.1 How do I receive the payments?

Beds24 never handles any payments from guests. All payments go directly into your account with the payment gateway you use.

7.2 How can I collect payments from guests booking through an OTA?

Beds24 is not involved in deposit collections for bookings from booking channels. Each booking channels handles them according to their rules/your account settings.

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 charge the card from within the booking or in the Stripe extranet. For details please see Stripe help page

7.3 Can I use a payment gateway to which Beds24 does not integrate?

In SETTINGS->PROPERTIES->DEPOSIT COLLECTION->CUSTOM GATEWAY you can connect to your own payment gateway. If you do not have the required programming skills you can hire a developer to set this up for you. If you do not work with a developer you can hire one of our partners. Have a look here: http://shop.beds24.com/category/api-connections/


Keywords: credit card, card, deposit, payment

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