Stripe deposit and balance: Difference between revisions
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=Set up = | =Set up = | ||
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Step 1: Setup your Booking Rules for Payment Collection | |||
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Go to {{#fas:cog}} (SETTINGS) | 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) | 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 | ||
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Step 2: Setup the Payment Collection Rules | |||
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Go to {{#fas:cog}} (SETTINGS) | Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > DEPOSIT COLLECTION DIRECT BOOKINGS | ||
*Set Non Payment Booking Status = Cancel | *Set Non Payment Booking Status = Cancel | ||
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<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. | <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 | *Set Deposit Collection 1 - Percentage = 30 (enter the value you want to collect as your deposit) | ||
*Set Deposit | *Set Deposit Collection 2 - Percentage = 100 | ||
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Step 3: Setup Stripe Account | |||
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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. | ||
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Step 4: Create a Payment Rule (Optional) | |||
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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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*Payment value adjustment = Limit to group booking balance | *Payment value adjustment = Limit to group booking balance | ||
*Capture = Yes - immediately charged (Capture=Yes) | *Capture = Yes - immediately charged (Capture=Yes) | ||
Prevent Auto Payment : | Prevent Auto Payment : | ||
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*Prevent payment after check-out (days) = 7 (default) | *Prevent payment after check-out (days) = 7 (default) | ||
*Prevent payment action = Set Manual | *Prevent payment action = Set Manual | ||
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Step 5: Create Auto Actions | |||
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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). | 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). | ||
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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 | ||
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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. | ||
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=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 | |||
|- | |||
|} | |||