Stripe deposit and balance: Difference between revisions

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<div class="heading">Stripe - Collect a deposit at time of the booking and outstanding balance before Checkin</div>
<div class="heading">Stripe - Collect a deposit at time of the booking and outstanding balance before Checkin</div>


  This page is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and automatic payment collection.
  This page is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and automatic payment collection and explains how to setup payment collection and pending payments to collect a deposit at the time of the booking and a balance before the guest check-in.
 
This page explains how to setup payment collection and pending payments to collect a deposit at the time of the booking and a balance before the guest check-in.


__TOC__
__TOC__
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=Set up =
=Set up =
==='''Step 1:''' Setup your Booking Rules for Payment Collection===
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
Step 1: Setup your Booking Rules for Payment Collection
</div>
<div class="mw-collapsible-content">


Go to {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING RULES > NORMAL BOOKINGS.
Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > NORMAL BOOKINGS.


*Select Booking Type = Confirmed with deposit collection 1- via payment gateway  
*Select Booking Type = Confirmed with deposit collection 1- via payment gateway  


Go to {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING RULES > NEAR TERM  BOOKINGS. (optional)
Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > NEAR TERM  BOOKINGS. (optional)


*Set Days in Advance = 14 (set the appropriate days)  
*Set Days in Advance = 14 (set the appropriate days)  


*Select Booking Type = Confirmed with deposit collection 2- via payment gateway  
*Select Booking Type = Confirmed with deposit collection 2- via payment gateway  
</div></div>


==='''Step 2:''' Setup the Payment Collection Rules===
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
Step 2: Setup the Payment Collection Rules
</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


*Set Non Payment Booking Status = Cancel
*Set Non Payment Booking Status = Cancel
   
   
This sets the status of the booking if payment is not completed at the time of booking. Note : that if this setting is set to request, the guest will be sent a booking email even if they do not make a payment. If this setting is set to cancel the guest will only be sent a booking email after payment is made.
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> This sets the status of the booking if payment is not completed at the time of booking. Note : that if this setting is set to request, the guest will be sent a booking email even if they do not make a payment. If this setting is set to cancel the guest will only be sent a booking email after payment is made.


*Set Deposit Payment 1 - Percentage = 30 (enter the value you want to collect as your deposit)
*Set Deposit Collection 1 - Percentage = 30 (enter the value you want to collect as your deposit)
*Set Deposit Payment 2 - Percentage = 100
*Set Deposit Collection 2 - Percentage = 100
</div></div>


==='''Step 3:''' Setup Stripe Account ===
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
Step 3: 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:
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*'''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>


==='''Step 4:''' Create a Payment Rule - Optional===
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
Step 4: Create a Payment Rule (Optional)
</div>
<div class="mw-collapsible-content">


Standard payment rules in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments
Standard payment rules in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments
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*All Booking Info Codes (optional)
*All Booking Info Codes (optional)
*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)
*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)
Payment Limit: (optional)
*Booking Balance or Group Booking Balance
This can be used to prevent accidental overcharging in case a payment has already been made.


Payment Action :
Payment Action :
*Funding Source = Guest card only
*Payment value adjustment = Limit to group booking balance
*Capture = Yes - immediately charged (Capture=Yes)
*Capture = Yes - immediately charged (Capture=Yes)
*Add info code on success = add a Booking Info item to the booking on success
*Add info code on failure = add a Booking Info item to the booking on failure


Prevent Auto Payment :
Prevent Auto Payment :
*Prevent payment if booking status : Cancelled
*Prevent payment if booking status = Cancelled
*Prevent payment action : Set Manual
*Prevent payment after check-out (days) = 7 (default)
*Prevent payment action = Set Manual
</div></div>


==='''Step 5:''' Create Auto Actions=== 
<div class="mw-collapsible mw-collapsed">
 
<div  class="headline-collapse" >
Go to {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT > AUTO ACTIONS
Step 5: Create Auto Actions  
 
</div>
Two auto actions will be required, one to collect the outstanding balance for ALL bookings and the other to collect the deposit for Channel bookings (Non Virtual Cards)
<div class="mw-collapsible-content">


<div class="mw-collapsible mw-collapsed">
Two auto actions will be required, one to collect the outstanding balance for ALL bookings and the other to collect the deposit for Channel bookings (Non Virtual Cards).
<div class="headline-collapse" >
====Auto Action 1 - Collect outstanding balance====


For all bookings, Direct and Channel/OTAs.  
Go to {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them.


</div>
'''Auto Action 1 - Collect outstanding balance for all bookings, direct and channel/OTAs'''
<div class="mw-collapsible-content">
Click '''Create New Action'''


Trigger tab:
Trigger tab:
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*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.  
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
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**Invoice Balance= Not Zero (can be used to refine the auto action being triggered)
**Invoice Balance= Not Zero (can be used to refine the auto action being triggered)
*Info Codes
*Info Codes
**Any Booking Info Code = STRIPEPAYMENT
**Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT
**Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT
  If you receive virtual credit cards from the channels, then enter the Booking Info codes to prevent additional pending payments being added to bookings.
 
<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
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**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>
'''Auto Action 2 - Collect Deposit from Channel bookings - Non virtual cards for channel bookings excluding virtual credit cards'''
</div>
 
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
 
====Auto Action 2 - Collect Deposit from Channel bookings - Non virtual cards====
 
For channel bookings excluding virtual credit cards.
</div>
<div class="mw-collapsible-content">
 
Click '''Create New Action'''


Trigger tab:
Trigger tab:
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**Time Window = 1 day  
**Time Window = 1 day  
*Booking Source
*Booking Source
**Booking Source =Channel Manager (this will apply to all bookings from OTAs/channels)
**Booking Source =Channel Manager (this will apply to all bookings from OTAs/channels. If you want to have different auto actions/rules for each channel booking, then select the Channel from the list’  
If you want to have different auto actions/rules for each channel booking, then select the Channel from the list’  


*Booking Conditions
*Booking Conditions
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*Info Codes
*Info Codes
**Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT
**Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT
If you receive virtual credit cards from the channels, then enter the Booking Info codes to prevent additional pending payments being added to bookings.
 
<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
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**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>
</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
|-
 
|}
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