Stripe Payment Schedule: Difference between revisions

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<div class="heading">Stripe - Automatically collect payments based on Payment Schedule</div>
<div class="heading">Stripe - Automatically collect payments based on Payment Schedule</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 your payment collection and add pending payments in line with the Payment Schedule.
 
This page explains how to setup your payment collection and add pending payments in line with the Payment Schedule.


  Currently only available for VRBO/Homeaway.  
  Currently only available for VRBO/Homeaway.  
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=Set up=
=Set up=
==='''Step 1:''' Setup your Payment Schedule for VRBO===
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
Step 1: Setup your Payment Schedule for VRBO  
</div>
<div class="mw-collapsible-content">


*Go to {{#fas:cog}} (SETTINGS)  CHANNEL MANAGEMENT > VRBO/Homeaway > PAYMENT SCHEDULE.
*Go to {{#fas:cog}} (SETTINGS)  CHANNEL MANAGEMENT > VRBO/Homeaway > PAYMENT SCHEDULE.
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*Fixed amount = 0
*Fixed amount = 0
*Percent amount = balance (outstanding balance)
*Percent amount = balance (outstanding balance)
</div></div>


 
<div class="mw-collapsible mw-collapsed">
==='''Step 2:''' Setup Stripe Account ===
<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:


<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> Stripe is compatible with the pending payments auto charge function and direct charging a stored card from bookings, when you connect via the ‘Connect’ Button.  
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> Stripe is compatible with the pending payments auto charge function and direct charging a stored card from bookings, when you connect via the ‘Connect’ Button.  


*Click '''Connect''' Button. If you have multiple Stripe Accounts, ensure you connect to the correct Stripe account in your Stripe dashboard.
*Click '''Connect''' Button. If you have multiple Stripe Accounts, ensure you connect to the correct Stripe account in your Stripe dashboard.
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*'''Save all cards to Stripe = Yes'''.  
*'''Save all cards to Stripe = Yes'''.  
*'''Capture = Yes''', for your Beds24 booking page, this will collect the payment at the time of the booking.  
*'''Capture = Yes''', for your Beds24 booking page, this will collect the payment at the time of the booking.  
*'''Stripe Checkout Version = Embedded or Hosted'''', check the (?) context help for more details.
*'''Payment Description''' - Description for Stripe payments, template variables can be used. This description will be seen in the STRIPE dashboard, this is not visible to the Guest.
*'''Payment Description''' - Description for Stripe payments, template variables can be used. This description will be seen in the STRIPE dashboard, this is not visible to the Guest.
*'''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 3:''' Create a Payment Rule - Optional===
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
Step 3: 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 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
*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>
 
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
Step 4: Create Auto Actions
</div>
<div class="mw-collapsible-content">


==='''Step 4:''' Create Auto Actions ===
Go to {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them.


Go to {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT > AUTO ACTIONS
If you have setup multiple payment schedules, then you will need one Auto Action per payment schedule.


If you have setup multiple payment schedules, then you will need one Auto Action per payment schedule.


<div class="mw-collapsible mw-collapsed">
'''Auto action 1 - Collect payment 1 with Payment Schedule rules'''
<div class="headline-collapse" >
====Auto action 1 - Collect payment 1 with Payment Schedule rules====


For VRBO/Homeaway bookings. Credit card has been collected by VRBO/Homeaway.
For VRBO/Homeaway bookings. Credit card has been collected by VRBO/Homeaway.


You require 25% deposit at the time of booking.  
You require 25% deposit at the time of booking.  
</div>
<div class="mw-collapsible-content">
Click '''Create New Action'''


Trigger tab:
Trigger tab:
*Time
*Time
**Trigger Event = Booking  
**Trigger Event = Booking  
Set the value based on the Rule set in (SETTINGS)  CHANNEL MANAGEMENT > VRBO/Homeaway > PAYMENT SCHEDULE
Set the value based on the Rule set in (SETTINGS)  CHANNEL MANAGEMENT > VRBO/Homeaway > PAYMENT SCHEDULE


**Trigger Time = Immediate (set the time based on the payment schedule)
**Trigger Time = Immediate (set the time based on the payment schedule)
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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 class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >


====Auto action 2 - Collect payment 2 with Payment Schedule rules====
'''Auto action 2 - Collect payment 2 with Payment Schedule rules'''


For VRBO/Homeaway bookings. Credit card has been collected by VRBO/Homeaway.
For VRBO/Homeaway bookings. Credit card has been collected by VRBO/Homeaway.
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Balance due 14 days before checkin  
Balance due 14 days before checkin  


</div>
<div class="mw-collapsible-content">
Click '''Create New Action'''


Trigger tab:
Trigger tab:
*Time
*Time
**Trigger Event = Checkin  
**Trigger Event = Checkin  
Set the value based on the Rule set in (SETTINGS)  CHANNEL MANAGEMENT > VRBO/Homeaway > PAYMENT SCHEDULE
Set the value based on the Rule set in (SETTINGS)  CHANNEL MANAGEMENT > VRBO/Homeaway > PAYMENT SCHEDULE
 
**Trigger Time = -14 days (set the time based on the payment schedule)
**Trigger Time = -14 days (set the time based on the payment schedule)
**Time Window = 14 days (set the time based on the payment schedule.
**Time Window = 14 days (set the time based on the payment schedule.
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**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>
</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
|-
 
|}
Retrieved from "https://wiki.beds24.com/index.php/Stripe_Payment_Schedule"