Card Number Collection: Difference between revisions
Jump to navigation
Jump to search
No edit summary |
No edit summary |
||
| Line 1: | Line 1: | ||
[[Category:How to]] | [[Category:How to]] | ||
[[Category:Troubleshooting]] | [[Category:Troubleshooting]] | ||
[[Category:Daily_Use]] | [[Category:Daily_Use]] | ||
[[Category:Payments]] | [[Category:Payments]] | ||
<div class="heading">Credit Card Collection</div> | |||
This page is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > CREDIT CARD COLLECTION | |||
<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> If you want to automatically collect a payment go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT COLLECTION | |||
== | =Functionality= | ||
You can collect credit card details and process them in Stripe (if used) or your own terminal. With credit card collection auto calculation of amounts is not possible. | |||
Go to SETTINGS > ACCOUNT > PREFERENCES > BOOKINGS and set Credit Card Security = 'Email CCV' otherwise the system will not store or pass any credit card details. | <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span>'''Payment Collection''' and '''Credit Card Collection are two different methods'''. You can use both but not at the same time. | ||
= Collect Credit Card Details for Bookings from your own website = | |||
Go to {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES > BOOKINGS and set Credit Card Security = 'Email CCV' otherwise the system will not store or pass any credit card details. | |||
When you activate this option guests will be asked to enter their credit card details with their details. | When you activate this option guests will be asked to enter their credit card details with their details. | ||
| Line 21: | Line 25: | ||
Credit card collection rules can be set for automatically confirmed or request only booking status. | Credit card collection rules can be set for automatically confirmed or request only booking status. | ||
Set your general booking rule in | Set your general booking rule in {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING RULES or if you want to collect credit card details only for certain rates in '''RATES''' to "Request CC" or "Collect CC". | ||
[[File:credit_card1.png]] | [[File:credit_card1.png]] | ||
| Line 36: | Line 40: | ||
If you want to you can add a message on how you use the card: | If you want to you can add a message on how you use the card: | ||
*SETTINGS | * {{#fas:cog}} (SETTINGS) BOOKING ENGINE > BOOKING PAGE > CONTENT "Guest Details Header" - content will appear only on the booking page showing the upsell items and guest booking questions. It will appear at the top of the page under the property header information. | ||
*SETTINGS | *{{#fas:cog}} (SETTINGS) BOOKING ENGINE > BOOKING PAGE > CONTENT "Confirm Booking Button Message" - Text entered in this field will appear on the booking page in the area above the Confirm Booking button. | ||
= Credit Card Details from Channels = | |||
Some channels send credit card details to Beds24. If they do we make them available to you. If the channel did not send credit card details for one booking or all bookings contact the channels support team and ask them to only accept bookings with credit card details and always send these to Beds24. | Some channels send credit card details to Beds24. If they do we make them available to you. If the channel did not send credit card details for one booking or all bookings contact the channels support team and ask them to only accept bookings with credit card details and always send these to Beds24. | ||
=Request Guests to Submit Credit Card Details= | |||
You can set up an Auto Action with a request to submit credit card details. Guests will be able to submit their card details on a secure form. | You can set up an Auto Action with a request to submit credit card details. Guests will be able to submit their card details on a secure form. | ||
| Line 68: | Line 72: | ||
https://www.beds24.com/bookpay.php?bookid=[BOOKID]&g=cc | https://www.beds24.com/bookpay.php?bookid=[BOOKID]&g=cc | ||
= Access Credit Card Details = | |||
For security reasons we never send credit card details via email. Owner accounts can always access the credit cards information of a property. Sub accounts can view credit cards when this is activated in the property settings in sub accounts. | For security reasons we never send credit card details via email. Owner accounts can always access the credit cards information of a property. Sub accounts can view credit cards when this is activated in the property settings in sub accounts. | ||
| Line 107: | Line 111: | ||
Note for bookings from OTAs: If there is no code for the ccv in the email the channel did not send the ccv to Beds24. | Note for bookings from OTAs: If there is no code for the ccv in the email the channel did not send the ccv to Beds24. | ||
==Allow sub accounts to view credit card information== | |||
You can allow sub accounts to view credit card details on a per property basis. | You can allow sub accounts to view credit card details on a per property basis. | ||
| Line 116: | Line 120: | ||
*click on "Manage Property" and set "View Credit Cards" = Owner and Linked Accounts | *click on "Manage Property" and set "View Credit Cards" = Owner and Linked Accounts | ||
<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> If you allow sub accounts to access to view credit card details accounts with the roles "Admin", "Read Only", "Back Office" and "Front Desk" will be able to access credit card details. To prohibit credit card access enter the word ''creditcard'' in "Hide menu pages" in SUB ACCOUNT "Manage Account". | |||
==Validate card== | ==Validate card== | ||
| Line 127: | Line 131: | ||
You have the option to set up a [[:Category:Reports#Specific_Custom_Reports_using_Info_Codes|report]] which you can add to your dashboard. | You have the option to set up a [[:Category:Reports#Specific_Custom_Reports_using_Info_Codes|report]] which you can add to your dashboard. | ||
= Trouble Shooting = | |||
'''If credit card details are not collected check booking rules are correct:''' | '''If credit card details are not collected check booking rules are correct:''' | ||
SETTINGS | {{#fas:cog}} (SETTINGS) PROPERTIES >BOOKING RULES "Booking Type" = Request CC or Collect CC | ||
SETTINGS | {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS "Booking Type"= Default or Request CC or Collect CC | ||
Setting for "Booking Type" set in the "Summary" tab of your rates = Default or Request CC or Collect CC | Setting for "Booking Type" set in the "Summary" tab of your rates = Default or Request CC or Collect CC | ||
'''Credit card collection is not visible on the booking page :''' | '''Credit card collection is not visible on the booking page :''' | ||
{{#fas:cog}} (SETTINGS) PROPERTIES >BOOKING RULES "Booking Type" "Booking Type" = Request CC or Collect CC | |||
SETTINGS | {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS "Booking Type"= Default or Request CC or Collect CC | ||
Setting for "Booking Type" set in the "Summary" tab of your rates = Default or Request CC or Collect CC | Setting for "Booking Type" set in the "Summary" tab of your rates = Default or Request CC or Collect CC | ||
'''Credit cards are not visible in the booking :''' | '''Credit cards are not visible in the booking :''' | ||
{{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES "Bookings" and set Credit Card Security = 'Email CCV' | |||