Category:Payments: Difference between revisions
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'''You need to setup STRIPE Payment Gateway to use the details below.''' | '''You need to setup STRIPE Payment Gateway to use the details below.''' | ||
'''Setup Booking Rules''' | '''Step 1 - Setup Booking Rules''' | ||
SETTINGS | Go to {{#fas:cog}} (SETTINGS) PROPERTIES> BOOKING RULES | ||
*Normal Bookings - | *Normal Bookings - Booking Type = Confirmed with Deposit Payment 1- via payment gateway. | ||
Booking Type = Confirmed with Deposit Payment 1 | |||
*Near term Bookings | |||
Days in Advance = 30 | Days in Advance = 30 | ||
Booking Type = Confirmed with Deposit Payment 2- via payment gateway | |||
'''Setup Payment Collection''' | '''Step 2 - Setup Payment Collection''' | ||
SETTINGS | Go to {{#fas:cog}} (SETTINGS) PAYMENTS -> PAYMENT COLLECTION | ||
*Deposit Payment 1 Percentage = 30% | *Deposit Payment 1 Percentage = 30% | ||
*Deposit Payment 2 Percentage - 100% | *Deposit Payment 2 Percentage - 100% | ||
'''Create Payment Rule ''' | '''Step 3 - Create Payment Rule ''' | ||
{{#fas:cog}} (SETTINGS) PAYMENTS -> PAYMENT RULE | |||
Create a Payment Rule to collect payments if bookings are not cancelled. | Create a Payment Rule to collect payments if bookings are not cancelled. | ||
'''Create New Payment Rule :''' | '''Step 4 - Create New Payment Rule :''' | ||
*Name = Enter your title - Not Cancelled (for example) | *Name = Enter your title - Not Cancelled (for example) | ||
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'''Create Auto Actions''' | '''Step 5 - Create Auto Actions''' | ||
(Suggest 2 auto actions created, 1- add pending payment and 2 - send email to guest on successful collection of payment) | (Suggest 2 auto actions created, 1- add pending payment and 2 - send email to guest on successful collection of payment) | ||
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'''Add Pending payment to the booking to collect payment 30 days before arrival ''' | '''Add Pending payment to the booking to collect payment 30 days before arrival ''' | ||
SETTINGS | {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT> AUTO ACTIONS | ||
'''Auto Action - collect balance 30 days before check-in''' | '''Auto Action #1- collect balance 30 days before check-in''' | ||
(This auto action will add a pending payment to your bookings with the payment date 30 days before check-in) | (This auto action will add a pending payment to your bookings with the payment date 30 days before check-in) | ||
Trigger tab: | '''Trigger tab:''' | ||
Time : | |||
*Trigger Event = Booking | *Trigger Event = Booking | ||
*Trigger Time = immediate | *Trigger Time = immediate | ||
Booking Source: | |||
*Booking Source =All (for example, you can also set different rules for different channels) | *Booking Source =All (for example, you can also set different rules for different channels) | ||
Booking Conditions: | |||
*Invoice Balance = Not Zero | *Invoice Balance = Not Zero | ||
Invoice tab: | '''Invoice tab:''' | ||
*Payment Type = Percent of balance due | *Payment Type = Percent of balance due | ||
*Description = the text you will see in the "Charges and Payments" tab (Payment Balance) | *Description = the text you will see in the "Charges and Payments" tab (Payment Balance) | ||
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*Payment Due = check in -30 | *Payment Due = check in -30 | ||
'''Send email to guest to confirm receipt of payment''' | '''Auto Action #2 - Send email to guest to confirm receipt of payment''' | ||
Trigger tab: | '''Trigger tab:''' | ||
Time: | |||
*Trigger Event = Booking | *Trigger Event = Booking | ||
*Trigger Time = Immediate | *Trigger Time = Immediate | ||
*Trigger Window = 365 day | *Trigger Window = 365 day | ||
Booking Conditions: | |||
*Booking Status = All not cancelled | *Booking Status = All not cancelled | ||
*Invoice Balance = Any Payment made OR Invoice Balance = Zero (payment in full) | *Invoice Balance = Any Payment made OR Invoice Balance = Zero (payment in full) | ||
Message tab: | '''Message tab''': For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box. | ||
*Send Message = Booking API/Smart Email | |||
If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. | |||
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. | |||
*Email Subject - enter the subject for your Guests | *Email Subject - enter the subject for your Guests | ||
* | |||
*Plain text box - will send to channels using Message API | |||
Message text :- Enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]] | |||
You can use Invoice Template variables showing the booking charges/payments. | |||
[INVOICETABLE] will show all of the Charges/Payments. | |||
*HTML box - Email will be sent | |||
Email Text :- It is possible to use the same details (URL) as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]] | |||
You can use Invoice Template variables showing the booking charges/payments. | You can use Invoice Template variables showing the booking charges/payments. | ||
[INVOICETABLE] will show all of the Charges/Payments. | [INVOICETABLE] will show all of the Charges/Payments. | ||
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you are using deposit collection make sure you set {{#fas:cog}} (SETTINGS) PAYMENTS->PAYMENT COLLECTION "Non Payment Booking Status" = Request. | |||
</div> | </div> | ||
</div> | </div> | ||