Stripe Credit Card: Difference between revisions
Jump to navigation
Jump to search
| (15 intermediate revisions by the same user not shown) | |||
| Line 2: | Line 2: | ||
[[Category:How to]] | [[Category:How to]] | ||
[[Category:Payments]] | [[Category:Payments]] | ||
<div class="heading">Stripe - Collect the Guest credit card to collect the payment later. </div> | <div class="heading">Stripe - Collect the Guest credit card to collect the payment later. </div> | ||
This page is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and automatic payment collection and explains how to setup your payment collection and collect the payment from the guest credit card saved at Stripe. | |||
__TOC__ | __TOC__ | ||
| Line 33: | Line 31: | ||
=Set up= | =Set up= | ||
== | <div class="mw-collapsible mw-collapsed"> | ||
<div class="headline-collapse" > | |||
Step 1: Setup your Booking Rules for Credit Card Collection | |||
</div> | |||
<div class="mw-collapsible-content"> | |||
This requires that you set one of the Deposit Collection options to 0 (zero) | |||
Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > DEPOSIT COLLECTION DIRECT BOOKINGS | |||
* Set Deposit Collection 1 OR Deposit Collection 2 with value = 0 (zero) | |||
Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > NORMAL BOOKINGS. | |||
Go to {{#fas:cog}} (SETTINGS) | *Select “Booking Type” = Confirmed with Deposit Collection 1 (or 2) - via Payment Gateway (the option set to o - zero) | ||
Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > NEAR TERM BOOKINGS. (optional) | |||
*Days in Advance = Not used | *Days in Advance = Not used | ||
</div></div> | |||
== | <div class="mw-collapsible mw-collapsed"> | ||
<div class="headline-collapse" > | |||
Step 2: 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: | ||
| Line 56: | Line 69: | ||
*'''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> | |||
<div class="mw-collapsible mw-collapsed"> | |||
<div class="headline-collapse" > | |||
Step 3: Create Auto Actions - (Optional) | |||
</div> | |||
<div class="mw-collapsible-content"> | |||
Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them. | |||
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> If you want to automatically collect the payment from the guest credit card later, then you will need to setup Auto Actions. Alternatively you can collect the payment manually either in your Stripe Dashboard or using the Stripe button Charges & Payments Tab. | |||
'''Auto Action 1 - Add a pending payment to the booking to automatically collect payment''' | |||
For all bookings, Direct and Channel/OTAs. | For all bookings, Direct and Channel/OTAs. | ||
Trigger tab: | Trigger tab: | ||
| Line 80: | Line 92: | ||
**Time Window = 14 days (set this to the same number (positive) as Trigger time. | **Time Window = 14 days (set this to the same number (positive) as Trigger time. | ||
*Booking Source | *Booking Source | ||
**Booking Source =All (this will apply to all bookings, direct, manual and channels) | **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. | ||
*Booking Conditions | *Booking Conditions | ||
| Line 89: | Line 100: | ||
*Info Codes | *Info Codes | ||
**Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT | **Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT | ||
<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 | ||
| Line 112: | Line 124: | ||
**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. | ||
'''Auto Action 2 - Automatically collect a payment for the one night of the booking ''' | |||
For all bookings, Direct and Channel/OTAs. "One Night of Charges" - will use the average price of a night calculated from the sum over all nights. | For all bookings, Direct and Channel/OTAs. "One Night of Charges" - will use the average price of a night calculated from the sum over all nights. | ||
Trigger tab: | Trigger tab: | ||
| Line 132: | Line 136: | ||
**Time Window = 14 days (set this to the same number (positive) as Trigger time. | **Time Window = 14 days (set this to the same number (positive) as Trigger time. | ||
*Booking Source | *Booking Source | ||
**Booking Source =All (this will apply to all bookings, direct, manual and channels) | **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. | ||
*Booking Conditions | *Booking Conditions | ||
| Line 141: | Line 144: | ||
*Info Codes | *Info Codes | ||
**Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT | **Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT | ||
<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 | ||
| Line 162: | Line 166: | ||
**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> | |||
<div class="mw-collapsible mw-collapsed"> | |||
<div class="headline-collapse" > | |||
Step 4: Manually collect payments via Stripe | |||
</div> | </div> | ||
</div> | <div class="mw-collapsible-content"> | ||
To manually collect a payment using your Stripe Connection see [[Stripe#Collect_payment_manually|here]] for instructions. | |||
</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 | |||
|- | |||
|} | |||