Auto Actions: Difference between revisions
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*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 = enter the amount or percentage you want to collect | *Amount = enter the amount or percentage you want to collect | ||
*Payment Rule = use auto or manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here | |||
*Payment Due = Set when the payment is due | |||
Create a Payment Rule to collect a payments when bookings are not cancelled. | |||
Go to Settings > Payments > Payment Rules | |||
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 | |||
</div> | |||
</div> | |||
<div class="mw-collapsible mw-collapsed"> | |||
<div class="headline-collapse" > | |||
====Add a pending payment - Set the Security Deposit value based on the price of the booking, using a calculation ==== | |||
</div> | |||
<div class="mw-collapsible-content"> | |||
Trigger tab: | |||
*Trigger Event = After Booking or Before Check-in | |||
*Trigger Time = set the time you want to collect the payment | |||
*Booking Source =All (for example, you can also set different rules for different channels) | |||
Booking Info tab: Optional | |||
Add a booking info tab for information and reporting | |||
*Flag Text = PendingPayment (for example) | |||
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list | |||
Booking tab: Optional | |||
*Flag Text = Pending payment added (for example) | |||
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list | |||
Invoice tab: | |||
*Payment Type = fixed value | |||
*Description = Security Deposit||[IF<=:[INVOICEFIRSTITEMNUM]:800:200|[INVOICEFIRSTITEMNUM][/.0]4] This calculation, tests if the first invoice item value (usually the Accommodation value) is greater than or = 800 if so set the Security Deposit Amount = 1 quarter of the first invoice item value, otherwise set = 200. | |||
<span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> A price value for the invoice item can be specified after a second pipe (|) symbol, this can be used to calculate a price using template variables. If the price value in the description field is zero or absent, the numeric value from the amount field will be used. | |||
*Status = if you use the status function add the status you want to apply to the pending payment (optional) | |||
*Amount = 0 | |||
*Payment Rule = use auto or manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here | *Payment Rule = use auto or manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here | ||
*Payment Due = Set when the payment is due | *Payment Due = Set when the payment is due | ||