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[[Category:Properties]]
[[Category:Payment_Collection]]
== Credit Card Details from Channels ==
==Request Guests to Submit Credit Card Details==
== Access Credit Card Details ==
===Allow sub accounts to view credit card information===
Go to Click on the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNTS (ACCOUNT in the top right menu) then
NOTE<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> If you allow sub accounts to access to view credit card details accounts with the roles "Admin", "Read Only", "Back Office" and "Front Desk" will be able to access credit card details. To prohibit credit card access enter the word ''creditcard'' in "Hide menu pages" in SUB ACCOUNT "Manage Account".
== Trouble Shooting ==
{{{#fas:cog}} (SETTINGS->) PROPERTIES->BOOKING RULES "Booking Type" "Booking Type" = Request CC or Collect CC {{{#fas:cog}} (SETTINGS->) PROPERTIES->ROOMS -> OFFERS "Booking Type"= Default or Request CC or Collect CC
{{{#fas:cog}} (SETTINGS > ) ACCOUNT > PREFERENCES > BOOKINGS "Bookings" and set Credit Card Security = 'Email CCV' '''NOTE''' '''Payment Collection''' and '''Credit Card Collection are two different methods'''. You can use both but not at the same time. With credit card collection auto calculation of amounts is not possible. You have the option to add a message on how you use the card: *SETTINGS-> BOOKING ENGINE -> BOOKING PAGE->CONTENT "Guest Details Header" - content will appear only on the booking page showing the upsell items and guest booking questions. It will appear at the top of the page under the property header information. *SETTINGS-> BOOKING ENGINE -> BOOKING PAGE->CONTENT "Confirm Booking Button Message" - Text entered in this field will appear on the booking page in the area above the Confirm Booking button. Key words: credit card, credit card collection, collect credit cards
[[Category:How to]]
[[Category:Troubleshooting]]
[[Category:Daily_Use]]
[[Category:Payments]]
<div class="heading">Credit Card Collection</div> ''This page is about the menu {{#fas:cog}} (SETTINGS->) PAYMENTS->CREDIT CARD COLLECTION'' ''If you want to automatically collect a payment go to SETTINGS -> PAYMENTS -> PAYMENT COLLECTION''
=Functionality= Collect Credit Card Details for Bookings from You can collect credit card details and process them in Stripe (if used) or your own Website ==terminal. With credit card collection auto calculation of amounts is not possible.
<div class="warning">{{#fas:exclamation-triangle}} '''Payment Collection''' and '''Credit Card Collection are two different methods'''. You can use both but not at the same time. If you want to automatically collect a payment go to {{{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT COLLECTION</div> = Collect Credit Card Details for Bookings from your own website =Go to {{{#fas:cog}} (SETTINGS ) > ACCOUNT > PREFERENCES > BOOKINGS and set Credit Card Security = 'Email CCV' otherwise the system will not store or pass any credit card details.
When you activate this option guests will be asked to enter their credit card details with their details.
Credit card collection rules can be set for automatically confirmed or request only booking status.
Set your general booking rule in '''{{{#fas:cog}} (SETTINGS -> ) PROPERTIES -> BOOKING RULES''' or if you want to collect credit card details only for certain rates in '''RATES''' to "Request CC" or "Collect CC".
[[File:credit_card1.png]]
If you want to you can add a message on how you use the card:
*{{{#fas:cog}} (SETTINGS-> ) BOOKING ENGINE - > PROPERTY BOOKING PAGE->CONTENT "Guest Details Header" - content will appear only on the booking page showing the upsell items and guest booking questions. It will appear at the top of the page under the property header information. *{{{#fas:cog}} (SETTINGS-> ) BOOKING ENGINE - > PROPERTY BOOKING PAGE->CONTENT "Confirm Booking Button Message" - Text entered in this field will appear on the booking page in the area above the Confirm Booking button.
Some channels send credit card details to Beds24. If they do we make them available to you. If the channel did not send credit card details for one booking or all bookings contact the channels support team and ask them to only accept bookings with credit card details and always send these to Beds24.
You can set up an Auto Action with a request to submit credit card details. Guests will be able to submit their card details on a secure form.
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.
Template variables are used to link to the form.
You can also use a direct link. The link uses the booking number plus the parameter &g=cc
https://www.beds24.com/bookpay.php?bookid=1234567&g=cc
https://www.beds24.com/bookpay.php?bookid=[BOOKID]&g=cc
For security reasons we never send credit card details via email. Owner accounts can always access the credit cards information of a property. Sub accounts can view credit cards when this is activated in the property settings in sub accounts.
2) The login must be using secure https: not http:
3) Credit card details can only be viewed if the password has been changed in the last 90 days. To change the password to to {{#fas:cog}} (SETTINGS->) ACCOUNT->ACCOUNT ACCESS.
4) Viewing credit card details will require your password entry.
Note for bookings from OTAs: If there is no code for the ccv in the email the channel did not send the ccv to Beds24.
You can allow sub accounts to view credit card details on a per property basis.
*click on "Manage Account" for the account which owns the property to open the property lis
*click on "Manage Property" and set "View Credit Cards" = Owner and Linked Accounts
==Validate card==
You have the option to set up a [[:Category:Reports#Specific_Custom_Reports_using_Info_Codes|report]] which you can add to your dashboard.
'''If credit card details are not collected check booking rules are correct:'''
{{{#fas:cog}} (SETTINGS->) PROPERTIES->BOOKING RULES "Booking Type" = Request CC or Collect CC {{{#fas:cog}} (SETTINGS->) PROPERTIES->ROOMS -> OFFERS "Booking Type"= Default or Request CC or Collect CC
Setting for "Booking Type" set in the "Summary" tab of your rates = Default or Request CC or Collect CC
'''Credit card collection is not visible on the booking page :'''
Setting for "Booking Type" set in the "Summary" tab of your rates = Default or Request CC or Collect CC
'''Credit cards are not visible in the booking :'''
