Stripe deposit and balance: Difference between revisions
Jump to navigation
Jump to search
No edit summary |
|||
| Line 31: | Line 31: | ||
=Set up = | =Set up = | ||
<div class="mw-collapsible mw-collapsed"> | |||
<div class="headline-collapse" > | |||
Step 1: Setup your Booking Rules for Payment Collection | |||
</div> | |||
<div class="mw-collapsible-content"> | |||
Go to {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING RULES > NORMAL BOOKINGS. | Go to {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING RULES > NORMAL BOOKINGS. | ||
| Line 42: | Line 46: | ||
*Select Booking Type = Confirmed with deposit collection 2- via payment gateway | *Select Booking Type = Confirmed with deposit collection 2- via payment gateway | ||
</div></div> | |||
<div class="mw-collapsible mw-collapsed"> | |||
<div class="headline-collapse" > | |||
Step 2: Setup the Payment Collection Rules | |||
</div> | |||
<div class="mw-collapsible-content"> | |||
Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT COLLECTION | Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT COLLECTION | ||
| Line 54: | Line 63: | ||
*Set Deposit Collection 1 - Percentage = 30 (enter the value you want to collect as your deposit) | *Set Deposit Collection 1 - Percentage = 30 (enter the value you want to collect as your deposit) | ||
*Set Deposit Collection 2 - Percentage = 100 | *Set Deposit Collection 2 - Percentage = 100 | ||
</div></div> | |||
<div class="mw-collapsible mw-collapsed"> | |||
<div class="headline-collapse" > | |||
Step 3: Setup Stripe Account | |||
</div> | |||
<div class="mw-collapsible-content"> | |||
Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and set: | Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and set: | ||
| Line 69: | Line 82: | ||
*'''Title''' - Customise the title for this payment option. | *'''Title''' - Customise the title for this payment option. | ||
*'''Instruction''' - Create an optional description to appear next to the Stripe pay now button. | *'''Instruction''' - Create an optional description to appear next to the Stripe pay now button. | ||
</div></div> | |||
<div class="mw-collapsible mw-collapsed"> | |||
<div class="headline-collapse" > | |||
Step 4: Create a Payment Rule (Optional) | |||
</div> | |||
<div class="mw-collapsible-content"> | |||
Standard payment rules in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments | Standard payment rules in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments | ||
| Line 100: | Line 117: | ||
*Prevent payment after check-out (days) = 7 (default) | *Prevent payment after check-out (days) = 7 (default) | ||
*Prevent payment action = Set Manual | *Prevent payment action = Set Manual | ||
</div></div> | |||
<div class="mw-collapsible mw-collapsed"> | |||
<div class="headline-collapse" > | |||
Step 5: Create Auto Actions | |||
</div> | |||
<div class="mw-collapsible-content"> | |||
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). | 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). | ||
| Line 190: | Line 211: | ||
**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. | ||
</div></div> | |||
=Credit Card details at Stripe= | =Credit Card details at Stripe= | ||