Pending Payments: Difference between revisions
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[[Category:How to]] | [[Category:How to]] | ||
[[Category:Payments]] | [[Category:Payments]] | ||
<div class="heading">Page Title</div> | |||
This page is about the menu BOOKINGS > PENDING PAYMENTS and explains how to create and manage pending payments | |||
= Create and manage pending payments = | |||
The option to automatically collect pending payments is only available for customers who use [[Stripe]] via Stripe Connect ("Connect to Stripe" button). If you connected your Stripe account via keys please remove them and connect via the "Connect to Stripe" button. | The option to automatically collect pending payments is only available for customers who use [[Stripe]] via Stripe Connect ("Connect to Stripe" button). If you connected your Stripe account via keys please remove them and connect via the "Connect to Stripe" button. | ||
==Add pending payments== | |||
Pending payments can either be | Pending payments can either be | ||
*added via an [[Auto_Actions#Add_a_pending_payment|Auto Action]]. The auto action will create the pending payment for the bookings which meet the trigger conditions. | *added via an [[Auto_Actions#Add_a_pending_payment|Auto Action]]. The auto action will create the pending payment for the bookings which meet the trigger conditions. | ||
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*imported as virtual cards from an OTA. To import pending payments go to SETTINGS->CHANNEL MANAGER and set "Channel Collect Invoice" = Charges and Pending Payments. Then go to the channel settings (for example SETTINGS->CHANNEL MANAGER->BOOKING.COM/EXPEDIA) and set "Auto Process Virtual Cards" = Yes | *imported as virtual cards from an OTA. To import pending payments go to SETTINGS->CHANNEL MANAGER and set "Channel Collect Invoice" = Charges and Pending Payments. Then go to the channel settings (for example SETTINGS->CHANNEL MANAGER->BOOKING.COM/EXPEDIA) and set "Auto Process Virtual Cards" = Yes | ||
==Rules for pending payments== | |||
In SETTINGS->PAYMENTS->PAYMENT RULES you can create rules and info codes for pending payments. | In SETTINGS->PAYMENTS->PAYMENT RULES you can create rules and info codes for pending payments. | ||
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If your policy is to NOT collect payments for Cancelled bookings, then you should create a payment rule with Status = All Not Cancelled. | If your policy is to NOT collect payments for Cancelled bookings, then you should create a payment rule with Status = All Not Cancelled. | ||
==Manage pending payments== | |||
Under "Pending Payments" on the "Charges and Payments tab of the booking you can: | Under "Pending Payments" on the "Charges and Payments tab of the booking you can: | ||
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After the payment was collected you will see a status information on the "Info" tab. | After the payment was collected you will see a status information on the "Info" tab. | ||
==View bookings with pending payments== | |||
Go to BOOKINGS -> PENDING PAYMENTS | Go to BOOKINGS -> PENDING PAYMENTS | ||