Stripe Payment Schedule
This page is about the menu (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and automatic payment collection.
This page explains how to setup your payment collection and add pending payments in line with the Payment Schedule.
Currently only available for VRBO/Homeaway.
Contents
1 Use
You can use this method if:
You have a Stripe account and you have connected it to your property.
And
You have setup a Payment Schedule.
If you are in the EU and/or have guests from the EU, you may need to comply with 3DSecure Payments, this will require you to send a payment link to the guest to make the payment directly.
2 How it works
Credit card details will be sent to Stripe and you can collect a payment.
You can define the Payment Due date/time and the amount of the payment.
You can set upto 5 Payment details in the Payment Schedule.
Setup auto actions to add pending payments to the bookings matching the details in the Payment schedule.
3 Set up
3.1 Step 1: Setup your Payment Schedule for VRBO
- Go to (SETTINGS) CHANNEL MANAGEMENT > VRBO/Homeaway > PAYMENT SCHEDULE.
Setup your Payment schedule. VRBO Payment Schedule
Payment Schedule :
- Name - Payment Plan 1 (for example)
Payment 1 :(For deposit)
- Days After Booking = 0 (for at booking)
- Days Before Check-in = None
- Fixed amount = 0
- Percent amount = 25
Payment 2 :(For balance)
- Days After Booking = 0
- Days Before Check-in = 14
- Fixed amount = 0
- Percent amount = balance (outstanding balance)
3.2 Step 2: Setup Stripe Account
Go to (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and set:
Stripe is compatible with the pending payments auto charge function and direct charging a stored card from bookings, when you connect via the ‘Connect’ Button.
- Click Connect Button. If you have multiple Stripe Accounts, ensure you connect to the correct Stripe account in your Stripe dashboard.
- Set Enable/Priority - if you plan to use multiple Payment gateways, set the number based on the order on the payment page.
- Save all cards to Stripe = Yes.
- Capture = Yes, for your Beds24 booking page, this will collect the payment at the time of the booking.
- Payment Description - Description for Stripe payments, template variables can be used. This description will be seen in the STRIPE dashboard, this is not visible to the Guest.
- Title - Customise the title for this payment option.
- Instruction - Create an optional description to appear next to the Stripe pay now button.
.
3.3 Step 3: Create a Payment Rule - Optional
Standard payment rules in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments
Go to (SETTINGS) PAYMENTS > PAYMENT RULES
Click Create New Payment Rule :
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 Limit: (optional)
- Booking Balance or Group Booking Balance
This can be used to prevent accidental overcharging in case a payment has already been made. . 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
3.4 Step 4: Create Auto Actions
Go to (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS
If you have setup multiple payment schedules, then you will need one Auto Action per payment schedule.
3.4.1 Auto action 1 - Collect payment 1 with Payment Schedule rules
For VRBO/Homeaway bookings. Credit card has been collected by VRBO/Homeaway.
You require 25% deposit at the time of booking.
Click Create New Action
Trigger tab:
- Time
- Trigger Event = Booking
Set the value based on the Rule set in (SETTINGS) CHANNEL MANAGEMENT > VRBO/Homeaway > PAYMENT SCHEDULE
- Trigger Time = Immediate (set the time based on the payment schedule)
- Time Window = 1 day (set the time based on the payment schedule.
- Booking Source
- Booking Source =VRBO
- Booking Conditions
- Group Booking Trigger = Trigger only Master
- Status = All not cancelled
- Invoice Balance= Not Zero (can be used to refine the auto action being triggered)
Booking tab: Optional
- Flag Text = Payment1 (for example)
- Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
Booking Info tab: Optional
- Booking Info Code = Payment1 (for example)
- Booking Info Text = Payment 1 from Payment schedule (for example) If you have multiple payment schedules then this can be used in the trigger of the next auto action for a sequence of auto actions.
Invoice tab:
- Add a Pending Payment to the booking
- Payment Type = Percent of Group Balance due (select on what the payment is calculated)
- Description = the text you will see in the "Charges and Payments" tab
- Status = if you use the status function add the status you want to apply to the pending payment (optional)
- Amount = 25 (this will be 100% of the outstanding balance)
- Payment Rule = Not Cancelled - See Step 4 above (if you have set up payment rules in SETTINGS->PAYMENTS ->PAYMENT RULES they will be available here)
- Payment Due = Trigger date
- 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.
3.4.2 Auto action 2 - Collect payment 2 with Payment Schedule rules
For VRBO/Homeaway bookings. Credit card has been collected by VRBO/Homeaway.
Balance due 14 days before checkin
Click Create New Action
Trigger tab:
- Time
- Trigger Event = Checkin
Set the value based on the Rule set in (SETTINGS) CHANNEL MANAGEMENT > VRBO/Homeaway > PAYMENT SCHEDULE
- Trigger Time = -14 days (set the time based on the payment schedule)
- Time Window = 14 days (set the time based on the payment schedule.
- Booking Source
- Booking Source =VRBO
- Booking Conditions
- Group Booking Trigger = Trigger only Master
- Status = All not cancelled
- Invoice Balance= Not Zero (can be used to refine the auto action being triggered)
- Info Codes
- Any Booking Info Code = PAYMENT1 (sequence from the first payment- Auto Action1)
Booking tab: Optional
- Flag Text = Payment2 (for example)
- Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
Booking Info tab: Optional
- Booking Info Code = Payment2 (for example)
- Booking Info Text = Payment 2 from Payment schedule (for example) If you have multiple payment schedules then this can be used in the trigger of the next auto action for a sequence of auto actions.
Invoice tab:
- Add a Pending Payment to the booking
- Payment Type = Percent of Group Balance due (select on what the payment is calculated)
- Description = the text you will see in the "Charges and Payments" tab
- Status = if you use the status function add the status you want to apply to the pending payment (optional)
- Amount = 100 (this will be 100% of the outstanding balance)
- Payment Rule = Not Cancelled - See Step 4 above (if you have set up payment rules in SETTINGS->PAYMENTS ->PAYMENT RULES they will be available here)
- Payment Due = Trigger date
- 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.