Category:Payments: Difference between revisions

Jump to navigation Jump to search
← Older editNewer edit →
Lesley (talk | contribs)
3,945 edits
Lesley (talk | contribs)
3,945 edits
Line 79: Line 79:


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.
== Examples ==
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
===Stripe and Auto payment collections via Stripe - 30% deposit at booking OR 100% if check-in less than 30 Days ===
</div>
<div class="mw-collapsible-content">
'''You need to setup STRIPE Payment Gateway to use the details below.'''
'''Setup Booking Rules'''
SETTINGS > PROPERTIES> BOOKING RULES
*Normal Bookings - 30 days or more before check-in - Payment collection = 30%
Booking Type = Confirmed with Deposit Payment 1
*Near term Bookings - 0-30 days with  Payment Collection = 100%
Days in Advance = 30
Payment Type = Confirmed with Deposit Payment 2
'''Setup Payment Collection'''
SETTINGS > PAYMENTS> PAYMENT COLLECTION
*Deposit Payment 1 Percentage = 30%
*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 New Payment Rule :'''
*Name = Enter your title - Not Cancelled (for example)
*Action = Auto
Payment Trigger :
*Booking Status = All not cancelled
*Any Booking Info Code = 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)
*Add info code on success = add a Booking Info item to the booking on success
*Add info code on failure = add a Booking Info item to the booking on failure
Prevent Auto Payment :
*Prevent payment if booking status : Cancelled
*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)
'''Add Pending payment to the booking to collect payment 30 days before arrival '''
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 check-in)
Trigger tab:
*Trigger Event = Booking
*Trigger Time = immediate
*Booking Source =All (for example, you can also set different rules for different channels)
*Invoice Balance = Not Zero
Invoice tab:
*Payment Type = Percent of balance due
*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)
*Amount = 100 (balance is full price so 100% of the balance)
*Payment Rule = Not Cancelled
*Payment Due = check in -30
'''Send email to guest to confirm receipt of payment'''
Trigger tab:
*Trigger Event = Booking
*Trigger Time = Immediate
*Trigger Window = 365 day
*Booking Status = All not cancelled
*Invoice Balance = Any Payment made OR Invoice Balance = Zero (payment in full)
Message tab:
*Email Subject - enter the subject for your Guests
*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.
[INVOICETABLE] will show all of the Charges/Payments.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
===Stripe and Guest payments (3DS2) European Rules - Guest must be present===
</div>
<div class="mw-collapsible-content">
If it is not possible to ‘Auto’ collect the payment due to SCA rules, then you can send a payment request to the guest for the outstanding balance.
'''Setup Booking Rules'''
SETTINGS > PROPERTIES > BOOKING RULES
Normal Bookings (30 days or more before checkin - Payment collection = 30%)
*Booking Type = Confirmed with Deposit Payment 1
Near term Bookings ( 0-30 days with  Payment Collection = 100%)
*Days in Advance = 30
*Payment Type = Confirmed with Deposit Payment 2
'''Setup Payment Collection'''
SETTINGS > PAYMENTS > PAYMENT COLLECTION
*Deposit Payment 1 Percentage = 30%
*Deposit Payment 2 Percentage - 100%
'''Create Auto Actions'''
(Suggest 2 auto actions created, 1- Send payment link and 2 - send email to guest on successful collection of payment)
SETTINGS > GUEST MANAGEMENT > AUTO ACTIONS
Auto Action - Send payment request to collect balance 30 days before checkin
Trigger tab:
*Trigger Event = Check-in
*Trigger Time = -30 days
*Trigger window = 30 days
*Booking Source =All (for example, you can also set different rules for different channels)
*Invoice Balance = Not Zero
Message tab:
*Send Email :  Booking API/Email Smart (select the appropriate option)
*Email Subject - enter the subject for your Guests
*Email Text :- enter the Email text you wish to send to your guests include template variable
[PAYLINK] this creates a payment link (HTML A tag) for the payment request for the amount for the outstanding balance.
Booking tab: (Optional)
*Execution = One time only
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
*Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.
'''Send email to guest to confirm receipt of payment'''
Trigger tab:
*Trigger Event = Booking
*Trigger Time = Immediate
*Trigger Window = 365 day
*Booking Status = All not cancelled
*Invoice Balance = Any Payment made OR Invoice Balance = Zero (payment in full)
Message tab:
*Email Subject - enter the subject for your Guests
*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.
[INVOICETABLE] will show all of the Charges/Payments.
</div>
</div>


====Without Stripe====
====Without Stripe====
Retrieved from "https://wiki.beds24.com/index.php/Category:Payments"