Card Number Collection: Difference between revisions
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[[Category:Payments]] | [[Category:Payments]] | ||
<div class="heading">Credit Card Collection</div> | <div class="heading">Credit Card Collection</div> | ||
This page is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > CREDIT CARD COLLECTION | This page is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > CREDIT CARD COLLECTION | ||
= | =Summary= | ||
You can collect credit card details | <div class="summarybox"> | ||
You can collect credit card details when a guest books directly on your booking page or send requests to securely submit credit card details. | |||
<div class="warning">{{#fas:exclamation-triangle}} '''Payment Collection''' and '''Credit Card Collection are two different methods'''. You can use both but not at the same time. If you want to automatically collect a payment go to {{#fas:cog}} (SETTINGS) | Collected credit card details are available for '''manual''' processing in in Stripe (if used) or your own terminal. | ||
For cards issued in Europe, Australia and other areas where an extra levels of authentication is required for card payments, you might not be able to charge cards. If you have guests from such areas we recommend to automatically collect payments via one of our integrated payment providers, if you can Stripe. | |||
<div class="warning">{{#fas:exclamation-triangle}} '''Payment Collection''' and '''Credit Card Collection are two different methods'''. You can use both but not at the same time. If you want to automatically collect a payment for direct bookings from the booking page go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > DEPOSIT COLLECTION DIRECT BOOKINGS</div> | |||
</div> | |||
= Collect Credit Card Details for Bookings from your own website = | = Collect Credit Card Details for Bookings from your own website = | ||
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When you activate this option guests will be asked to enter their credit card details with their details. | When you activate this option guests will be asked to enter their credit card details with their details. | ||
[[Image:creditcard. | [[Image:creditcard.jpg|400px|link=]] | ||
[[Media:creditcard. | [[Media:creditcard.jpg|view large]] | ||
Credit card collection rules can be set for automatically confirmed or request only booking status. | Credit card collection rules can be set for automatically confirmed or request only booking status. | ||
Set your general booking rule in {{#fas:cog}} (SETTINGS) | Set your general booking rule in {{#fas:cog}} (SETTINGS) BOOKING ENGINE > NORMAL BOOKINGS / NEAR TERM BOOKINGS. | ||
[[ | [[Image:CreditCardCollect.jpg|550px|link=]] | ||
[[Media:CreditCardCollect.jpg|view large]] | |||
Set which cards you accept. You also have the option to require the Credit Card Security Number to be entered. | Set which cards you accept. You also have the option to require the Credit Card Security Number to be entered. | ||
[[Image:creditcardcollect.jpg|550px|link=]] | |||
[[ | [[Media:creditcardcollect.jpg|view large]] | ||
When guests make a booking he will have to enter their credit card details to complete a booking. With the number you can process payments in your merchant account. | When guests make a booking he will have to enter their credit card details to complete a booking. With the number you can process payments in your merchant account. | ||
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If you want to you can add a message on how you use the card: | If you want to you can add a message on how you use the card: | ||
* {{#fas:cog}} (SETTINGS) BOOKING ENGINE > BOOKING PAGE > CONTENT "Guest Details Header" - content will appear only on the booking page showing the upsell items and guest booking questions. It will appear at the top of the page under the property header information. | *{{#fas:cog}} (SETTINGS) BOOKING ENGINE > PROPERTY BOOKING PAGE > CONTENT "Guest Details Header" - content will appear only on the booking page showing the upsell items and guest booking questions. It will appear at the top of the page under the property header information. | ||
*{{#fas:cog}} (SETTINGS) BOOKING ENGINE > BOOKING PAGE > CONTENT "Confirm Booking Button Message" - Text entered in this field will appear on the booking page in the area above the Confirm Booking button. | *{{#fas:cog}} (SETTINGS) BOOKING ENGINE > PROPERTY BOOKING PAGE > CONTENT "Confirm Booking Button Message" - Text entered in this field will appear on the booking page in the area above the Confirm Booking button. | ||
= Credit Card Details from Channels = | = Credit Card Details from Channels = | ||
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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. | 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. | ||
Go to {{#fas:cog}} SETTINGS > PAYMENTS > PAYMENT GATEWAYS > CREDIT CARD COLLECTION | |||
*Activate this option setting the Enable / Priority selector to a number. | |||
* | *Enter the information how their card will be used in the "Instructions" settings. This message will also be shown to the guest as part of the confirmation message on the screen and will be included in the Email confirmation message to the guest. | ||
*Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and create an Auto Action. A template is for a "Payment Request" is available which you can customize for this purpose or start from scatch. 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. | |||
Template variables are used to link to the form. | Template variables are used to link to the form. | ||
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You can also use a direct link. The link uses the booking number plus the parameter &g=cc | You can also use a direct link. The link uses the booking number plus the parameter &g=cc | ||
https:// | https://.beds24.com/bookpay.php?bookid=1234567&g=cc | ||
https:// | https://beds24.com/bookpay.php?bookid=[BOOKID]&g=cc | ||
= Access Credit Card Details = | = Access Credit Card Details = | ||
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2) The login must be using secure https: not http: | 2) The login must be using secure https: not http: | ||
3) Credit card details can only be viewed if the password has been changed in the last 90 days. To change the password to to SETTINGS | 3) Credit card details can only be viewed if the password has been changed in the last 90 days. To change the password to to {{#fas:cog}} (SETTINGS) ACCOUNT > ACCOUNT ACCESS. | ||
4) Viewing credit card details will require your password entry. | 4) Viewing credit card details will require your password entry. | ||
5) Credit card details collected via the Credit Card payment gateway will only be displayed once and then deleted once viewed. Be sure to store the details securely offline if required. | |||
'''View CVC''' | '''View CVC''' | ||
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= Trouble Shooting = | = Trouble Shooting = | ||
With credit card collection auto calculation of amounts is not possible. | |||
'''If credit card details are not collected check booking rules are correct:''' | '''If credit card details are not collected check booking rules are correct:''' | ||
{{#fas:cog}} (SETTINGS) | {{#fas:cog}} (SETTINGS) BOOKING ENGINE "Booking Type" = Request CC or Collect CC | ||
{{#fas:cog}} (SETTINGS) PROPERTIES | {{#fas:cog}} (SETTINGS) PROPERTIES > OFFERS "Booking Type"= Default or Request CC or Collect CC | ||
Setting for "Booking Type" set in the "Summary" tab of your | Setting for "Booking Type" set in the "Summary" tab of your Fixed Prices = Default or Request CC or Collect CC | ||
'''Credit card collection is not visible on the booking page :''' | '''Credit card collection is not visible on the booking page :''' | ||
{{#fas:cog}} (SETTINGS) BOOKING ENGINE "Booking Type" = Request CC or Collect CC | |||
{{#fas:cog}} (SETTINGS) PROPERTIES | {{#fas:cog}} (SETTINGS) PROPERTIES > OFFERS "Booking Type"= Default or Request CC or Collect CC | ||
Setting for "Booking Type" set in the "Summary" tab of your | Setting for "Booking Type" set in the "Summary" tab of your Fixed Prices = Default or Request CC or Collect CC | ||
'''Credit cards are not visible in the booking :''' | '''Credit cards are not visible in the booking :''' | ||
{{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES "Bookings" and set Credit Card Security = 'Email CCV' | {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES "Bookings" and set Credit Card Security = 'Email CCV' | ||