Auto Actions: Difference between revisions
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Note: Automatic collection is only available for customer who use [[Stripe]]. | Note: Automatic collection is only available for customer who use [[Stripe]]. | ||
====Example: Credit card is collected at time of booking and you want to 'Capture' a Security Deposit.==== | |||
Trigger tab: | |||
*Trigger Event = After Booking | |||
*Trigger Time = immediate | |||
*Booking Source =All (for example, you can also set different rules for different channels) | |||
Invoice tab: | |||
*Payment Type = Fixed amount | |||
*Description = Security Deposit (the text you will see in the "Charges and Payments" tab) | |||
*Status = if you use the status function add the status you want to apply to the pending payment (optional) | |||
*Amount = 100 (balance is full price so 100% of the balance) | |||
*Payment Rule = Security Deposit (Create a Payment Rule, see below) | |||
*Payment Due = check in | |||
Note: Automatic collection is only available for customer who use [[Stripe]]. | |||
Create a Payment Rule to 'Capture' a payment only. Captured payments will only be valid for 7 days, then it will expire, if the booking is for a longer period, then you can create a second Capture, you will need to create another auto action for this. | |||
Go to Settings > Payments > Payment Rules | |||
Payment Rule : | |||
*Name = Enter your title - Security Deposit (for example) | |||
*Action = Auto | |||
Payment Trigger : | |||
*Booking Status = select from the drop down list | |||
*Any Booking Info Code = optional | |||
*All Booking Info Codes = optional | |||
*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking) | |||
Payment Action : | |||
*Capture = Yes/No - immediately charged (Capture=Yes), if you want to make sure that the amount is available for later capture (Capture=No) | |||
*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 | |||
===Apply a flag when a payment was made=== | ===Apply a flag when a payment was made=== | ||