Stripe deposit and balance: Difference between revisions

  This page is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and automatic payment collection.

 

This page explains how to setup payment collection and pending payments to collect a deposit at the time of the booking and a balance before the guest check-in.

==='''Step 1:''' Setup your Booking Rules for Payment Collection===

==='''Step 2:''' Setup the Payment Collection Rules===

This sets the status of the booking if payment is not completed at the time of booking. Note : that if this setting is set to request, the guest will be sent a booking email even if they do not make a payment. If this setting is set to cancel the guest will only be sent a booking email after payment is made.

==='''Step 3:''' Setup Stripe Account ===

==='''Step 4:''' Create a Payment Rule - Optional===

Go to {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT > AUTO ACTIONS

Two auto actions will be required, one to collect the outstanding balance for ALL bookings and the other to collect the deposit for Channel bookings (Non Virtual Cards)  

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====Auto Action 1 - Collect outstanding balance====

For all bookings, Direct and Channel/OTAs.

 

Click '''Create New Action'''

**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 receive virtual credit cards from the channels, then enter the Booking Info codes to prevent additional pending payments being added to bookings.

 

 

====Auto Action 2 - Collect Deposit from Channel bookings - Non virtual cards====

 

For channel bookings excluding virtual credit cards.

 

Click '''Create New Action'''

**Booking Source =Channel Manager (this will apply to all bookings from OTAs/channels)

If you want to have different auto actions/rules for each channel booking, then select the Channel from the list’  

If you receive virtual credit cards from the channels, then enter the Booking Info codes to prevent additional pending payments being added to bookings.