Difference between revisions of "Category:Deposit Collection"

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#REDIRECT [[:Category:Payment_Collection]]
[[Category:Properties]]
 
[[Category:Bookings]]
 
[[Category:Booking_Rules]]
 
[[Category:Property_Setup]]
 
''This page is about the menu SETTINGS->PROPERTIES->PAYMENT COLLECTION''
 
 
 
If you require payment or guarantee from your guests you can choose from these methods:
 
__TOC__
 
 
 
== Collect only Credit Card Details for Web Site Bookings ==
 
If you only want to securely collect credit card details without charging them go to SETTINGS -> PROPERTIES -> CREDIT CARD COLLECTION. The guest will only be able to complete the booking if they leave their credit card details. The card processing must be handled manually by your bank or merchant account. You can find more information on the  [[Card_Number_Collection|Credit Card Collection help page]].
 
 
 
Guests will be asked to enter their credit card details with their details.
 
 
 
[[Image:creditcard.png|450px|link=]]
 
[[Media:creditcard.png|view large]]
 
 
 
 
 
*Go to SETTINGS->PROPERTIES->PAYMENT COLLECTION 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).
 
**connect your own payment gateway.
 
**want to give guests the option to choose from two or more options (online deposit payment, offline payment, leave their credit card details)
 
 
 
After the guest clicked "Confirm Booking" they are directed to the payment screen.
 
 
 
[[Image:paymentgateway.png|450px|link=]]
 
[[Media:paymentgateway.png|view large]]
 
 
 
== Collect Deposits  for Web Site Bookings ==
 
If you use this method the guest will not be able to complete the booking without making a payment.
 
 
 
'''Setup'''
 
 
 
1. Go to SETTINGS->PROPERTIES->BOOKING RULES
 
*Set "Booking Type" to either the Deposit Collection 1 or Deposit Collection 2.
 
 
 
Each of Deposit Collection 1 and Deposit Collection 2 can collect different deposit amounts.
 
 
 
Individual rules can be set for Normal, Near term and Exceptional period bookings. Individual rules can also be set directly within rates or offers.
 
 
 
This allows you for example to take a different deposit in high and low season or for normal and last minute bookings.
 
 
 
[[File:Payment1.png]]
 
 
 
Note that booking rules for rates will override rules for rooms and booking rules for offers will override property booking rules.
 
 
 
 
 
2. Go to SETTINGS->PROPERTIES->PAYMENT COLLECTION
 
 
 
*Set "Non Payment Booking Status". Failed or non payments can be set to leave the booking in either cancelled or request status.
 
**'''Request''': When the guest clicks "Confirm Booking" the room gets reserved for the guest and will not be available for other guests to book. When they make a successful payment the status of the booking will automatically change to confirmed. If the payment is aborted or not successful the status of the room will still be blocked with the request status. You will then either need to change the status manually to cancelled or use an auto action to automatically change the status of Request bookings to Cancelled after a preset time. Auto Actions can be set up in SETTINGS->GUEST MANAGEMENT->AUTO ACTIONS.
 
**'''Cancelled''':  When the guest clicks "Confirm Booking" the room will not be reserved until the payment has completed. Other guests can still book the room until a successful payment has been made leaving a small risk of double bookings.
 
 
 
*Set the required amount. It can be a fixed amount, a percentage of the total or the value of the first nights accommodation.
 
*The currency used by will be the currency you have set in the '''PROPERTY -> DESCRIPTION''' currency to receive payments setting.
 
 
 
[[File:Payment2.png]]
 
 
 
 
 
3. Enable one or more payment options.
 
 
 
*Choose the gateway and or method(s) you want to use (SETTINGS->PROPERTIES->PAYMENT COLLECTION-> 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.
 
 
 
[[File:Payment4.jpg]]
 
 
 
If you want to offer your guests a choice between different options you can select in which order the options display.
 
 
 
To override the default title which the guest sees enter your custom text in the  "Title" field.
 
*In "Instruction" you can enter a custom information to display under the payment button.
 
 
 
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.
 
 
 
4. To add general information to the header section of the payment screen go to SETTINGS->PROPERTIES->PAYMENT COLLECTION-> and click on "Deposit Payment Header"
 
 
 
== Payment Request ==
 
=== Payment Request using Activated Payment Options===
 
'''Coming Soon!'''
 
<div style="display:none">
 
You can set up an Auto Action with a payment request. Template variables are used to insert the requested amount. When the guest makes a payment via one of the integrated payment gateways
 
 
 
*Go to 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.
 
 
 
In the "Email" tab click on "Edit" and enter your text. The template variable [PAYPALLINK] creates a clickable Paypal payment link (HTML A Tag)  for the amount in the booking deposit field if non zero, otherwise the outstanding balance.
 
 
 
[PAYPALLINK:25%] - Creates a Paypal payment link (HTML A Tag)  for a percentage of the outstanding balance. Use 100% to specify the full outstanding balance.
 
 
 
[PAYPALLINK:200] - Creates a Paypal payment link (HTML A Tag)  for a fixed amount. A zero amount will cause paypal to provide a field to enter an amount.
 
 
 
 
 
The template variable [PAYPALURL] - Creates a Paypal payment url for the amount in the booking deposit field if non zero, otherwise the outstanding balance.
 
 
 
[PAYPALURL:25%] - Creates a Paypal payment url for a percentage of the outstanding balance.
 
 
 
[PAYPALURL:200] - Creates a Paypal payment url for a fixed amount. A zero amount will cause paypal to provide a field to enter an amount.
 
 
 
You can also use a direct link. The link uses the booking number and the requested amount. Example:
 
 
 
https://www.beds24.com/bookpay.php?bookid=1234567&pay=100
 
 
 
Will request the amount of 100 for booking 1234567.
 
 
 
Paypal Button and  Custom Paypal Payment Form
 
 
 
Note: Some Email programmes deactivate the button so that the payment screen can  not open.
 
 
 
 
 
Button
 
*Go to SETTINGS->PROPERTIES->PAYMENT COLLECTION->PAYPAL and enter the Paypal email address to which you want the payment to go.
 
 
 
*Go to 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.
 
 
 
In the "Email" tab click on "Edit" and enter your text. [PAYPALBUTTON] creates a Paypal payment button for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Not recommended for emails.
 
 
 
[PAYPALBUTTON:25%] - Creates a Paypal payment button for a percentage of the outstanding balance. Not recommended for emails.
 
 
 
[PAYPALBUTTON:200] - Creates a Paypal payment button for a fixed amount. A zero amount will cause paypal to provide a field to enter an amount. Not recommended for emails.
 
 
 
</div>
 
 
 
 
 
===Payment Request without Payment Options Activated===
 
If you do not use one of the payment options you can set up an Auto Action with a  Paypal payment request.
 
Click [[Send_Paypal_Payment_Request|here]] for instructions how to set this up.
 
 
 
== Payments for Bookings from OTAs==
 
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 charge the card from within the booking or in the Stripe extranet. For details please see [[Stripe|Stripe help page]].
 
 
 
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.
 
 
 
==Request Guests to Submit Credit Card Details==
 
'''Coming Soon!'''
 
<div style="display:none">
 
</div>
 
 
 
== Payment Options==
 
To collect deposits for web site bookings or send payment requests you need to activate at least one payment option.
 
=== Integrated Payment Gateways===
 
The funds are deposited directly to your account. Beds24 will be notified about the payment and you will see the amount in the "Charges and Payments" tab of the booking.
 
 
 
 
 
Integrated Payment gateways are:
 
*[[Stripe]]- credit card payments[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.]
 
*[[Realex]] - credit card payments. [http://www.realexpayments.ie/business-offering Register here for a Realex account.]
 
*[[Bitpay]] - bitcoin payments.  [https://bitpay.com/ Register here for a Bitpay account.]
 
*[[Paypal]] - Paypal and credit card payments.
 
 
 
You will need an account at the payment gateway you want to use.  We charge a small fee per transaction and the payment gateway will most likely also charge you fees. Please contact the payment gateway for details of their fees and charges.
 
 
 
=== Credit Card Collection ===
 
This option will allow you to securely collect credit card details without the card being charged. If you want to charge the card you can do this via your bank or merchant account. Beds24 will not be notified about the payment so you will need to enter it manually into the "Charges and Payments" tab of the booking.
 
 
 
[[Image:card_deposit.png|450px|link=]]
 
[[Media:card_deposit.png|view large]]
 
 
 
If leaving credit card details is the only option you want to give to your guests go to SETTINGS -> PROPERTIES -> CREDIT CARD COLLECTION and use the  [[Card_Number_Collection|Credit Card Collection help page]].
 
 
 
=== Offline Payments (Custom Instruction) ===
 
You can ask your guests to make a bank transfer or send a cheque.  Beds24 will not be notified about the payment so you will need to enter it manually into the "Charges and Payments" tab of the booking.
 
 
 
'''If you use this method you will need to enter the payments manually in the "Charges and Payments" tab of the booking.'''
 
 
 
=== Custom Gateway ===
 
If you do not want to use one of the integrated payment gateways you have the option to set up a connection to an external payment gateway. To set a connection up you will need HTML and programming skills or hire a developer.
 
 
 
== Frequently asked questions==
 
===How do I receive the payments?===
 
Beds24 never handles any payments from guests. All payments go directly into your account with the payment gateway you use.
 
 
 
===How can I collect payments from guests booking through an OTA? ===
 
Beds24 is not involved in deposit collections for bookings from booking channels. Each booking channels handles them according to their rules/your account settings.
 
 
 
===Can I use a payment gateway to which Beds24 does not integrate? ===
 
In SETTINGS->PROPERTIES->PAYMENT COLLECTION->CUSTOM GATEWAY you can connect to your own payment gateway. If you do not have the required programming skills you can hire a developer to set this up for you. If you do not work with a developer you can hire one of our partners. Have a look here: http://shop.beds24.com/category/api-connections/
 
 
 
 
 
 
 
Keywords: credit card, card, deposit, payment
 

Latest revision as of 09:43, 7 September 2017

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