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<div class="warning">{{#fas:exclamation-triangle}} The option to automatically collect pending payments is only available for customers who use [[Stripe]] via Stripe Connect("Connect to Stripe" button). If you connected your Stripe account via keys please remove them and connect via the "Connect to Stripe" button.</div>
'''Setup'''Go to {{#fas:cog}} (SETTINGS) PAYMENTS -> PAYMENT COLLECTION*Non Payment Booking Status = Request*Deposit Payment 1 Percentage = 30% *Deposit Payment 2 Percentage - 100%
1. Go to SETTINGS'''Step 3 -> PAYMENTS->PAYMENT COLLECTIONCreate Payment Rule '''
*Set "Non Payment Booking Status". Failed or non payments can be set to leave the booking in either cancelled or request status.**'''Request'''{{#fas: 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 cog}} (SETTINGS) PAYMENTS ->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. PAYMENT RULE
*Set the required amount. It can be Create 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 Payment Rule to receive collect payments settingif bookings are not cancelled.
[[FilePayment Rule :Payment2.png]]*Name = Enter your title - Not Cancelled (for example) *Action = Auto
2. To add general information to 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 header section of Booking info code in the payment screen go to SETTINGS-> PAYMENTS-> and click on "Deposit Payment Header"booking)
3. Enable one or more payment options.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*Add info code on failure = add a Booking Info item to the booking on failure
[[File:Payment4.jpg]]
If you want '''Step 4 - Create Auto Actions'''(Suggest 2 auto actions created, 1- add pending payment and 2 - send email to offer your guests a choice between different options you can select in which order the options display.guest on successful collection of payment)
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 '''Add Pending payment to the booking to collect payment method help page.30 days before arrival '''
4. Go to {{#fas:cog}} (SETTINGS-) GUEST MANAGEMENT>PROPERTIES->BOOKING RULES *Set "Booking Type" to either the Deposit Collection 1 or Deposit Collection 2.AUTO ACTIONS
Each of Deposit Collection '''Auto Action #1 and Deposit Collection 2 can - collect different deposit amounts. 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)
Individual rules can be set for Normal, Near term and Exceptional period bookings. Individual rules can also be set directly within rates or offers.'''Trigger tab:'''
This allows you for example to take a different deposit in high and low season or for normal and last minute bookings. Time : *Trigger Event = Booking*Trigger Time = immediate
[[FileBooking Source:Payment1.png]]*Booking Source =All (for example, you can also set different rules for different channels)
Note that booking rules for rates will override rules for rooms and booking rules for offers will override property booking rules.Booking Conditions:*Invoice Balance = Not Zero
Note'''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: If you set "*Booking Type" 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"Collect CC - auto confirmed with Credit Cardtab contains a " or real"Request CC - Request Email address the message is sent to the guests Email address. If only with credit card numbera 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 *Plain text box - will send to channels using Message API Message text :- Enter the text you wish to send to your guests include URL. 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->PROPERTIES-PAYMENT COLLECTION "Non Payment Booking Status" = Request. </div></div>BOOKING RULES ===Without Stripe===If you do not use Stripe you can use a pending payment*As a reminder for yourself*For reporting*To send a payment request (see below) Use an Auto Action to add a 'Manual' Pending Payment to the guest will submit their credit card detail but bookings based on your payment timetable. The Pending payment details can be used as a reminder with the card will NOT Pending Payment Report in 'Bookings'. The manual pending payment can be chargedused as a reminder and if you use Bank Transfers as your payment option, then you can use the Pending Payment list (Bookings) to see the list of payments due, and set the Pending Payment as 'Paid' within the booking. ===Cancellations===If you want to cancel a pending payment if the booking is cancelled you can use a payment rule which does not apply to cancelled bookings.
=*Add a H to exclude a gateway from displaying. Example: [PAYURL:200:HST] will hide Stripe === Using Request URL Parameters====
=====Parameters for amounts=====
</code>
[[Category:How to]]
[[Category:Bookings]]
[[Category:Booking_RulesRules]]
[[Category:Guest_Management]]
[[Category:Automation]]
[[Category:Getting_Started]]
<div class="heading">Payments from guests</div>
This page is about the menu {{#fas:cog}} (SETTINGS-> ) PAYMENTS
__TOC__
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 > 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 ==
===Add Create pending payments===
Pending payments can either be
*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===
In {{#fas:cog}} (SETTINGS->) PAYMENTS->PAYMENT RULES you can create rules and info codes 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===
====Using Stripe====
Under "Pending Payments" on the "Charges and Payments tab of the booking you can:
*Schedule outstanding payments. Pending payments can be collected manually or automatically. The option to charge automatically is available for customers who use [[Stripe|Stripe]] only.*For '''automatic charging''' set the "pending payment" to "auto" OR the Payment Rule you have created and enter a due date in the future. <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> The option to automatically collect pending payments is only available for customers who use [[Stripe]] via Stripe Connect ("Connect to Stripe" button).
*Manually collect a pending payment if the credit card has been sent to Stripe by clicking on the ... menu and then clicking on "charge now".
After the payment was collected you will see a status information on the "Info" tab.
<div class== Collect Deposits "mw-collapsible mw-collapsed"><div for Web Site Bookings class="headline-collapse" > Example - Stripe and Auto payment collections via Stripe - 30% deposit at booking OR 100% if check-in less than 30 Days </div><div class="mw-collapsible-content"> If you '''You need to setup STRIPE Payment Gateway to use this method the guest will not be able details below.''' '''Step 1 - Setup Booking Rules''' Go to complete the booking without making a {{#fas:cog}} (SETTINGS) PROPERTIES> BOOKING RULES *Normal Bookings - Booking Type = Confirmed with Deposit Payment 1- via paymentgateway. *Near term Bookings**Days in Advance = 30 **Booking Type = Confirmed with Deposit Payment 2- via payment gateway '''Step 2 - Setup Payment Collection'''
Prevent Auto Payment :*Choose the gateway and or method(s) you want to use (SETTINGS-> PAYMENTS->PAYMENT GATEWAYS->PAYPAL/STRIPE..... and enter the required account information to connect your Prevent payment if booking status : Cancelled*Prevent payment system to your account. Use the context help action : Set Manual (? icons) and the page help (top right menu of each pageor Delete) for instructions.
'''Invoice tab:'''
*Payment Type = Percent of balance due
*Description = the text you will see in the "Charges and Payments" tab (Payment Balance)
*Status = if you use the status function add the status you want to apply to the pending payment (optional)
*Amount = 100 (balance is full price so 100% of the balance)
*Payment Rule = Not Cancelled
*Payment Due = check in -30
== Payment Request ==
A payment request can be sent to a guest at any time after booking either manually or automatically. The guest receives a link to a secure page where they can make their payment. The link URL is in this format with at least the booking number specified https://beds24.com/bookpay.php?bookid=== 123456.Additional parameters can be supplied in the URL to manage the options and amount for payment. If you have activated Private Domain, you can use in the Payment Request via Auto Actions=link :- change https://beds24.com/bookpay.php?bookid=[BOOKID] to https://mydomain.com/bookpay.php?bookid=[BOOKID]
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====
*The template variable [PAYLINK] creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance.
*[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.
*[PAYURL:200] - Creates a payment url for the payment request url for a fixed amount.
You can also use a direct link. The link uses the booking number and the requested amount.
For Auto Actions you can use the [BOOKID] template variable to automatically populate the bookid URL parameter:
https://www.beds24.com/bookpay.php?bookid=[BOOKID]
For custom Emails you can type the booking number in directly:
https://www.beds24.com/bookpay.php?bookid=1234567
The parameters below can be added to the URL to customize the behaviour of the payment request.
These are the parameters for the different payment options:
=====Parameters for different payment options=====
<code>an</code> AuthoizeNet
<code>bg</code> Borgun <code>bp</code> Bitpay
<code>cc</code> credit card collection
Examples:
<code>https://www.beds24.com/bookpay.php?bookid=[BOOKID]&g=an</code> creates a payment link for Authorize.Net
<code>https://www.beds24.com/bookpay.php?bookid=1234567&g=st,pp</code> creates a payment link showing Stripe and Paypal
<code>https://www.beds24.com/bookpay.php?bookid=[BOOKID]&g=st&capture=0</code> creates a payment link for Stripe without capturing
<code>https://www.beds24.com/bookpay.php?bookid=1234567&h=cc</code> creates a payment link hiding credit card collection =====Parameters to specify the amount to pay===== If you do not specify an amount parameter the amount requested for individual booking is the outstanding balance. For group booking the outstanding balance of the group invoice will be requested.
<code>&pay=deposit</code> for a payment request collecting the amount from the "Deposit" field in the booking
<code>&pay=groupbalance</code> for a payment request collecting the outstanding balance for the group booking (the default)
<code>&pay=groupbalance&pc=25</code> pc can be used to specify a percentage of the pay amount, for example here 25% of the groupbalance will be collected.
<code>&pay=na</code> for a request to collect credit card details without showing an amount
Examples:
<code>https://www.beds24.com/bookpay.php?bookid=[BOOKID]&pay=70</code> creates a payment link requesting a payment of 70
===Payment Request without Payment Options Activated===
To use this option you need to
*activate credit card collection in {{#fas:cog}} (SETTINGS-) PAYMENTS > 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.
*The template variable [PAYURL:NA:CC] creates URL for the form where guest can securely enter their credit card details.
*The template variable [PAYBUTTON:NA:CC] creates button with a link to the form where guest can securely enter their credit card details.
*If you want to use custom text you can use an a link <a https://www.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
https://www.beds24.com/bookpay.php?bookid=1234567&g=cc&pay=na
https://www.beds24.com/bookpay.php?bookid=[BOOKID]&g=cc&pay=na
== Collect only Credit Card Details for Web Site Bookings ==
If you only want to securely collect credit card details without charging them go to {{#fas:cog}} (SETTINGS -> ) PAYMENTS -> 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.
*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).
[[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'''
'''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.
**'''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 {{#fas:cog}} (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]]
'''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.
[[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.
'''Step 4.''' Go to {{#fas:cog}} (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]]
<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 ({{#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 fincancial financial reports.
== Frequently asked questions==
===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. If you use [[Stripe]] you can send cards send sent from OTAs to Stripe to charge them.
===Can How can I use a payment gateway to which Beds24 does not integratecollect outstanding payments from guests booking through my website (Direct)? === In SETTINGS-> PAYMENTS->CUSTOM GATEWAY you can connect to your own payment gateway. If you do not have activated [[Stripe]] and have collected the required programming skills guest credit card details then you can hire create a developer Pending Payment in the booking to set this up for you. If you do not work with collect the outstanding payment at a developer you can hire one of our partners. Have a look here: http:specified date//shoptime.beds24See the section on Pending Payments above.com/category/api-connections/
If you do not have the guest credit card details, then you can send a Payment Request link in an email so they can make a payment via the activated payment gateways. See section on Payment requests above.
===Can I use a payment gateway to which Beds24 does not integrate? === KeywordsIn {{#fas: credit card, card, deposit, cog}} (SETTINGS) PAYMENTS > CUSTOM GATEWAY you can connect to your own paymentgateway. 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/
