Category:Payments: Difference between revisions
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'''Setup Booking Rules''' | '''Setup Booking Rules''' | ||
''SETTINGS > PROPERTIES> BOOKING RULES'' | '''SETTINGS > PROPERTIES> BOOKING RULES''' | ||
*Normal Bookings - 30 days or more before check-in - Payment collection = 30% | *Normal Bookings - 30 days or more before check-in - Payment collection = 30% | ||
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Payment Type = Confirmed with Deposit Payment 2 | Payment Type = Confirmed with Deposit Payment 2 | ||
'''Setup Payment Collection''' | |||
'''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 ''' | |||
'''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 : | '''Create New Payment Rule :''' | ||
*Name = Enter your title - Not Cancelled (for example) | *Name = Enter your title - Not Cancelled (for example) | ||
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*Any Booking Info Code = optional | *Any Booking Info Code = optional | ||
*All Booking Info Codes = 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 - immediately charged (Capture=Yes) | *Capture = Yes - immediately charged (Capture=Yes) | ||
*Add info code on success = add a Booking Info item to the booking on success | *Add info code on success = add a Booking Info item to the booking on success | ||
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Prevent Auto Payment : | Prevent Auto Payment : | ||
*Prevent payment if booking status : Cancelled | *Prevent payment if booking status : Cancelled | ||
*Prevent payment action : Set Manual | *Prevent payment action : Set Manual (or Delete) | ||
'''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) | ||
'''Add Pending payment to the booking to collect payment 30 days before arrival ''' | |||
Auto Action - collect balance 30 days before | '''SETTINGS > GUEST MANAGEMENT> AUTO ACTIONS''' | ||
'''Auto Action - 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 checkin) | (This auto action will add a pending payment to your bookings with the payment date 30 days before checkin) | ||
Trigger tab: | Trigger tab: | ||
*Trigger Event = Booking | *Trigger Event = Booking | ||
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*Invoice Balance = Not Zero | *Invoice Balance = Not Zero | ||
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) | ||
Status = if you use the status function add the status you want to apply to the pending payment (optional) | *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) | *Amount = 100 (balance is full price so 100% of the balance) | ||
Payment Rule = Not Cancelled | *Payment Rule = Not Cancelled | ||
Payment Due = check in -30 | *Payment Due = check in -30 | ||
'''Send email to guest to confirm receipt of payment''' | |||
Trigger tab: | Trigger tab: | ||
Trigger Event = Booking | *Trigger Event = Booking | ||
Trigger Time = Immediate | *Trigger Time = Immediate | ||
Trigger Window = 365 day | *Trigger Window = 365 day | ||
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: | ||
Email Subject - enter the subject for your Guests | *Email Subject - enter the subject for your Guests | ||
Email Text :- enter the Email text you wish to send to your guests include template variable | *Email Text :- enter the Email text you wish to send to your guests include template variable | ||
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. | ||