Stripe Credit Card: Difference between revisions
Jump to navigation
Jump to search
No edit summary |
|||
| Line 2: | Line 2: | ||
[[Category:How to]] | [[Category:How to]] | ||
[[Category:Payments]] | [[Category:Payments]] | ||
<div class="heading">Stripe - Collect the Guest credit card to collect the payment later. </div> | <div class="heading">Stripe - Collect the Guest credit card to collect the payment later. </div> | ||
This page is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and automatic payment collection and explains how to setup your payment collection and collect the payment from the guest credit card saved at Stripe. | |||
__TOC__ | __TOC__ | ||
| Line 32: | Line 31: | ||
=Set up= | =Set up= | ||
'''Step 1:''' Setup your Booking Rules for Payment Collection | |||
Go to {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING RULES > NORMAL BOOKINGS. | Go to {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING RULES > NORMAL BOOKINGS. | ||
| Line 42: | Line 41: | ||
*Days in Advance = Not used | *Days in Advance = Not used | ||
'''Step 2:''' 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: | ||
| Line 57: | Line 57: | ||
'''Step 3:''' Create Auto Actions - Optional | |||
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 you want to automatically collect the payment from the guest credit card later, then you will need to setup Auto Actions. Alternatively you can collect the payment manually either in your Stripe Dashboard or using the Stripe button Charges & Payments Tab. | If you want to automatically collect the payment from the guest credit card later, then you will need to setup Auto Actions. Alternatively you can collect the payment manually either in your Stripe Dashboard or using the Stripe button Charges & Payments Tab. | ||
'''Auto Action 1 - Add a pending payment to the booking to automatically collect payment''' | |||
For all bookings, Direct and Channel/OTAs. | For all bookings, Direct and Channel/OTAs. | ||
Trigger tab: | Trigger tab: | ||
| Line 79: | Line 74: | ||
**Time Window = 14 days (set this to the same number (positive) as Trigger time. | **Time Window = 14 days (set this to the same number (positive) as Trigger time. | ||
*Booking Source | *Booking Source | ||
**Booking Source =All (this will apply to all bookings, direct, manual and channels) | **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. | ||
*Booking Conditions | *Booking Conditions | ||
| Line 88: | Line 82: | ||
*Info Codes | *Info Codes | ||
**Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT | **Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT | ||
<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 | ||
| Line 111: | Line 106: | ||
**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. | ||
'''Auto Action 2 - Automatically collect a payment for the one night of the booking ''' | |||
For all bookings, Direct and Channel/OTAs. "One Night of Charges" - will use the average price of a night calculated from the sum over all nights. | For all bookings, Direct and Channel/OTAs. "One Night of Charges" - will use the average price of a night calculated from the sum over all nights. | ||
Trigger tab: | Trigger tab: | ||
| Line 131: | Line 118: | ||
**Time Window = 14 days (set this to the same number (positive) as Trigger time. | **Time Window = 14 days (set this to the same number (positive) as Trigger time. | ||
*Booking Source | *Booking Source | ||
**Booking Source =All (this will apply to all bookings, direct, manual and channels) | **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. | ||
*Booking Conditions | *Booking Conditions | ||
| Line 140: | Line 126: | ||
*Info Codes | *Info Codes | ||
**Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT | **Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT | ||
<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 | ||
| Line 161: | Line 148: | ||
**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. | ||
'''Step 4:''' Manually collect payments via Stripe | |||
To manually collect a payment using your Stripe Connection see [[Stripe#Collect_payment_manually|here]] for instructions. | To manually collect a payment using your Stripe Connection see [[Stripe#Collect_payment_manually|here]] for instructions. | ||