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====Example - Stripe and Auto payment collections via Stripe - 30% deposit at booking OR 100% if check-in less than 30 Days ====
SETTINGS > PAYMENTS > PAYMENT RULE
'''Create New Payment Rule :'''
Integrated Payment gateways are:
*[[Stripe]]- credit card payments. Stripe offers the best functionality including the option to '''automatically charge pending payments''', automatically charge virtual cards from OTSs OTAs and manually charge a card directly from the booking. [https://stripe.com Register here for a Stripe account].
*[[Paymill]] - credit cards payments. [https://app.paymill.com/en-gb/auth/register?referrer=mpksystems Register here for a PAYMILL account].
*[[Authorize.Net]] - credit cards payments. [https://ems.authorize.net/oap/home.aspx?SalesRepID=98&ResellerID=24094 Register here for an Authorize.Net account].
*[[Paypal]] - Paypal and credit card payments.
To connect your payment gateway go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > PAYMENTS->STRIPE/PAYPAL...
=== Custom Gateway ===
[[Media:card_deposit.png|view large]]
If leaving credit card details is the only option you want to give to your guests go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > CREDIT CARD COLLECTION and use the [[Card_Number_Collection|Credit Card Collection help page]].
=== Offline Payments (Custom Instruction) ===
Some channels send credit card details. If you use [[Stripe]] as payment gateway you can choose to send credit cards supplied by all channels directly to Stripe. You will then be able to
*automatically charge virtual cards from OTAs when they become valid. To enable this option go to {{#fas:cog}} (SETTINGS) CHANNEL MANAGER and set "Channel Collect InvoicePayments" = Charges and Pending Payments. Then go to the channel settings (for example {{#fas:cog}} (SETTINGS) ->CHANNEL MANAGER->BOOKING.COM) and set "Auto Process Virtual Cards" = Yes and select the "Virtual Card Payment Rule", either Auto or if you have created a Payment Rule, then select your payment rule.
*charge a card manually from within the booking or in the Stripe extranet.
To collect payments from channels which do not provide credit card details or if you do not use Stripe you can send send payment requests (see below).
== Create and manage pending payments ==
*added via an [[Auto_Actions#Add_a_pending_payment|Auto Action]]. The auto action will create the pending payment for the bookings which meet the trigger conditions.
*added manually on the "Charges and Payments" tab of the booking. For manually added pending payments you can choose to collect the payment automatically or manually.
*imported as virtual cards from an OTA. To import pending payments go to {{#fas:cog}} (SETTINGS) CHANNEL MANAGER and set "Channel Collect InvoicePayments" = Charges and Pending Payments. Then go to the channel settings (for example {{#fas:cog}} (SETTINGS) CHANNEL MANAGER > BOOKING.COM) and set "Virtual Cards" = Yes
===Rules for pending payments===
When the payment is due, the system checks whether the selected rule applies. If this is the case, the payment is triggered and then the selected info code is added to the "Info" tab of the booking.
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> For Booking.com virtual cards you can set to adjust the charge automatically to the amount on the card. To do so create a rule with these settings:
*Funds Source: Virtual Card
*Payment value adjustment = choose any except for "None"
===Manage pending payments===
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'''You need to setup STRIPE Payment Gateway to use the details below.'''
'''Step 1 - Setup Booking Rules'''
Go to {{#fas:cog}} (SETTINGS > ) PROPERTIES> BOOKING RULES
*Normal Bookings - 30 days or more before check-in - Payment collection = 30%Booking Type = Confirmed with Deposit Payment 1- via payment gateway.
*Near term Bookings - 0-30 days with Payment Collection = 100%**Days in Advance = 30 Payment **Booking Type = Confirmed with Deposit Payment 2- via payment gateway
'''Step 2 - Setup Payment Collection'''
Go to {{#fas:cog}} (SETTINGS > ) PAYMENTS-> PAYMENT COLLECTION*Non Payment Booking Status = Request
*Deposit Payment 1 Percentage = 30%
*Deposit Payment 2 Percentage - 100%
'''Step 3 - Create Payment Rule ''' {{#fas:cog}} (SETTINGS) PAYMENTS -> PAYMENT RULE
Create a Payment Rule to collect payments if bookings are not cancelled.
*Name = Enter your title - Not Cancelled (for example)
*Action = Auto
Payment Action :
*Funds Source = All
*Payment value adjustment = Default
*Capture = Yes - immediately charged (Capture=Yes)
*Add info code on success = add a Booking Info item to the booking on success
'''Step 4 - Create Auto Actions'''
(Suggest 2 auto actions created, 1- add pending payment and 2 - send email to guest on successful collection of payment)
'''Add Pending payment to the booking to collect payment 30 days before arrival '''
{{#fas:cog}} (SETTINGS > ) GUEST MANAGEMENT> AUTO ACTIONS
'''Auto Action #1- collect balance 30 days before check-in'''
(This auto action will add a pending payment to your bookings with the payment date 30 days before check-in)
'''Trigger tab:''' Time :
*Trigger Event = Booking
*Trigger Time = immediate
Booking Source:
*Booking Source =All (for example, you can also set different rules for different channels)
Booking Conditions:
*Invoice Balance = Not Zero
'''Invoice tab:'''
*Payment Type = Percent of balance due
*Description = the text you will see in the "Charges and Payments" tab (Payment Balance)
*Payment Due = check in -30
'''Auto Action #2 - Send email to guest to confirm receipt of payment'''
'''Trigger tab:''' Time:
*Trigger Event = Booking
*Trigger Time = Immediate
*Trigger Window = 365 day
Booking Conditions:
*Booking Status = All not cancelled
*Invoice Balance = Any Payment made OR Invoice Balance = Zero (payment in full)
'''Message tab''': For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box. *Send Message = Booking API/Smart Email If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
*Email Subject - enter the subject for your Guests
*Email Text Plain text box - will send to channels using Message API Message text :- enter Enter the Email text you wish to send to your guests include template variableURL. Template variables can be used [[Template_Variables| see here]] You can use Invoice Template variables showing the booking charges/payments.[INVOICETABLE] will show all of the Charges/Payments. *HTML box - Email will be sent Email Text :- It is possible to use the same details (URL) as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]]
You can use Invoice Template variables showing the booking charges/payments.
[INVOICETABLE] will show all of the Charges/Payments.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you are using deposit collection make sure you set {{#fas:cog}} (SETTINGS) PAYMENTS->PAYMENT COLLECTION "Non Payment Booking Status" = Request.
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You can set up an Auto Action with a payment request. The guest can then make a payment through the payment option(s) you support. If you use one of the integrated payment gateways Beds24 will be notified about the payment and it will show in the "Charges and Payments" tab of the booking.
To use this option you need to activate at least one payment option {{#fas:cog}}(SETTINGS-> ) PAYMENTS> PAYPAL/STRIPE...)
You can show a custom message in header section of the payment request and in the confirmation which the guest sees after they have completed the payment. The settings are {{#fas:cog}}(SETTINGS) PAYMENTS " Payment Request Header" and "Payment Request Confirmation".
*Go to {{#fas:cog}}(SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and create an Auto Action. A template is available which you can further customize. Use the context help (?Icons) in the Auto Action and on the help page (click on HELP in the top right menu) for general further instructions.
In the "EmailMessaging" tab click on "Edit" and enter your text.
You can use either template variables for a pre canned link (recommended) or create your own custom URL.
<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span> Payment links expire 28 days after check-out.
=== Using Template Variables===
*[PAYLINK:25%] -Creates a payment link (HTML A tag) for the payment request for a percentage of the outstanding balance. Use 100% to specify the full outstanding balance.You can also use a percentage over 100% if you want to charge extra for example for credit card payments.
*[PAYLINK:200] - Creates a payment link (HTML A tag) for the payment request) for a fixed amount.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> [PAYLINK] will not work with your own URL. Use a link instead if you have activated the private lablel option and want the link to use your own domain.
*The template variable [PAYBUTTON] creates a payment button for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance.
<code>an</code> AuthoizeNet
<code>bg</code> Borgun <code>bp</code> Bitpay
<code>cc</code> credit card collection
To use this option you need to
*activate credit card collection in {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > CREDIT CARD
*set which credit cards you accept {{#fas:cog}} (SETTINGS) PAYMENTS > CREDIT CARD COLLECTION
*Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and create an Auto Action. Use the context help (?Icons) and the help page (click on HELP in the top right menu) for general instructions.
*If you want to use custom text you can use an a link <a https://beds24.com/bookpay.php?bookid=[BOOKID]&g=cc&pay=na>Your text</a>
You can show a custom message in header section of the payment request and in the confirmation which the guest sees after they have entered their details. The settings are {{#fas:cog}}(SETTINGS) -> PAYMENTS " Payment Request Header" and "Payment Request Confirmation".
You can also use a direct link. The link uses the booking number plus the parameter &g=cc&pay=na
*Go to {{#fas:cog}}(SETTINGS) ->PAYMENTS and use these instructions if you want to
**automatically collect a deposit/payment though an integrated payment gateway.
**require guests to make an offline payment (i.e. bank transfer).
'''Setup'''
'''Step 1. ''' Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT COLLECTION
*Set "Non Payment Booking Status". Failed or non payments can be set to leave the booking in either cancelled or request status.
[[File:Payment2.png]]
'''Step 2. ''' To add general information to the header section of the payment screen go to {{#fas:cog}} (SETTINGS) PAYMENTS-> and click on "Deposit Payment Header"
'''Step 3. ''' Enable one or more payment options.
*Choose the gateway and or method(s) you want to use ({{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > PAYPAL/STRIPE..... and enter the required account information to connect your payment system to your account. Use the context help (? icons) and the page help (top right menu of each page) for instructions.
For detailed instruction for each gateway/method when you click on the context help (? icons) and on HELP in the top right corner of the payment method help page.
'''Step 4. ''' Go to {{#fas:cog}} (SETTINGS) PROPERTIES >BOOKING RULES
*Set "Booking Type" to either the Deposit Collection 1 or Deposit Collection 2.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Note that booking rules for rates will override rules for rooms and booking rules for offers will override property booking rules.
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> If you set "Booking Type" in = "Collect CC - auto confirmed with Credit Card" or "Request CC - Request only with credit card number" in {{#fas:cog}}(SETTINGS) ->PROPERTIES->BOOKING RULES the guest will submit their credit card detail but the card will NOT be charged.
==Reports ==
You can set up an Auto Action (S{{#fas:cog}} (SETTINGS) -> GUESTMANAGEMENT- > AUTO ACTIONS) to flag bookings for which a payment and set up a custome report for these bookings (REPORTS-> CUSTOM REPORTS) which you show on the dashboard.
In REPORTS-> STANDARD REPORTS you can choose from a wide range of financial reports.
