Stripe Security Deposit capture: Difference between revisions

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[[Category:How to]]
[[Category:How to]]
[[Category:Payments]]
[[Category:Payments]]
<div class="heading">Stripe - Authorise a Refundable Security Payment</div>
<div class="heading">Stripe - Authorise a Refundable Security Payment</div>


  This page is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and authorisation of a refundable payment.
  This page is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and authorisation of a refundable payment and explains how to setup a pending payment to ‘Capture/Authorise’ a refundable Security Deposit.  
 
This page explains how to setup a pending payment to ‘Capture/Authorise’ a refundable Security Deposit.  


__TOC__
__TOC__
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=Set up=
=Set up=
==='''Step 1:'''  Setup Stripe Account ===
'''Step 1:'''  Setup Stripe Account


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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*'''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.


==='''Step 2:''' Create a Payment Rule - Capture Refundable Security Deposit ===
'''Step 2:''' Create a Payment Rule - Capture Refundable Security Deposit


Go to {{#fas:cog}} (SETTINGS)  PAYMENTS > PAYMENT RULES
Go to {{#fas:cog}} (SETTINGS)  PAYMENTS > PAYMENT RULES
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*All Booking Info Codes (optional)
*All Booking Info Codes (optional)
*Exclude Booking Info Code= BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT If you have virtual credit cards from the channels, then use this option.   
*Exclude Booking Info Code= BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT If you have virtual credit cards from the channels, then use this option.   
  You will need to send a payment request link to the guest for them to authorise the payment as it is not possible to authorise a refundable payment on a Virtual Card.
 
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> You will need to send a payment request link to the guest for them to authorise the payment as it is not possible to authorise a refundable payment on a Virtual Card.


Payment Action :
Payment Action :
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*Prevent payment action : Set Manual
*Prevent payment action : Set Manual


==='''Step 3:''' Create Auto Auctions===
'''Step 3:''' Create Auto Auctions


Go to {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT > AUTO ACTIONS
Go to {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them.
   
   
If the guest credit card is already at Stripe.
If the guest credit card is already at Stripe.
   
   
<div class="mw-collapsible mw-collapsed">
'''Auto Action 1 - Authorise payment for all bookings - Guest Credit card at Stripe'''
<div class="headline-collapse" >
==== Auto Action 1 - Authorise payment for all bookings - Guest Credit card at Stripe ====


For bookings via your booking page (direct) and Channel bookings (non virtual cards), the credit card has been sent and stored at Stripe.  
For bookings via your booking page (direct) and Channel bookings (non virtual cards), the credit card has been sent and stored at Stripe.  
</div>
<div class="mw-collapsible-content">
Click '''Create New Action'''


Trigger tab:
Trigger tab:
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**Time Window = 1 day  
**Time Window = 1 day  
*Booking Source
*Booking Source
**Booking Source =ALL (this will apply to all bookings)
**Booking Source =All (this will apply to all bookings, direct, manual and channels). If you want to have different auto actions/rules for direct bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings. 
If you want to have different auto actions/rules for each channel booking, then select the Channel from the list’




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*Info Codes
*Info Codes
**Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT
**Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT
If you receive virtual credit cards from the channels, then enter the Booking Info codes to prevent additional pending payments being added to bookings.


<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> If you receive virtual credit cards from the channels, then enter the Booking Info codes to prevent additional pending payments being added to bookings.


Booking tab: Optional
Booking tab: Optional
*Flag Text = Security Deposit Pending Payment (for example)
*Flag Text = Security Deposit Pending Payment (for example)
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list


Booking Info tab: If you do not require an auto action to send a payment link to the guest for payment/authorisation, then this is optional.
Booking Info tab: If you do not require an auto action to send a payment link to the guest for payment/authorisation, then this is optional.
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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>


If you accept Virtual Credit Cards from the channels, then you will need to send a payment link to either collect the guest credit card to then authorise the Security Deposit on their personnel card OR send a payment link so the guest can authorise the payment on their own credit card, it is not possible to take a Security deposit from a virtual card.
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> If you accept Virtual Credit Cards from the channels, then you will need to send a payment link to either collect the guest credit card to then authorise the Security Deposit on their personnel card OR send a payment link so the guest can authorise the payment on their own credit card, it is not possible to take a Security deposit from a virtual card.


<div class="mw-collapsible mw-collapsed">
 
<div  class="headline-collapse" >
'''Auto Action 2 - Send Payment Request with link for Security Deposit Authorisation'''
====Auto Action 2 - Send Payment Request with link for Security Deposit Authorisation====


Can be used for channel bookings with virtual cards or properties/guests in EU countries and required to comply with EU 3DSecure regulations.  
Can be used for channel bookings with virtual cards or properties/guests in EU countries and required to comply with EU 3DSecure regulations.  
</div>
<div class="mw-collapsible-content">
Click '''Create New Action'''


Trigger tab:
Trigger tab:
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*Booking Source
*Booking Source
**Booking Source =ALL (this will apply to all bookings)
**Booking Source =All (this will apply to all bookings, direct, manual and channels). If you want to have different auto actions/rules for direct bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings.
If you want to have different auto actions/rules for each channel booking, then select the Channel from the list’


*Booking Conditions
*Booking Conditions
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Booking Info tab: Optional, for information and reporting
Booking Info tab: Optional, for information and reporting
*Booking Info Code = PAYREQ (for example enter the value - use one word only)
*Booking Info Code = PAYREQ (for example enter the value - use one word only)
*Booking Info Text = Enter the description/text to show in for the Booking Info Code.  
*Booking Info Text = Enter the description/text to show in for the Booking Info Code.
 
</div>
</div>
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