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===='''Setup Payment Collection===='''
*'''SETTINGS> PAYMENTS> PAYMENT COLLECTION'''*Deposit Payment 1 Percentage = 30% *Deposit Payment 2 Percentage - 100%
===='''Create Payment Rule ===='''
*'''SETTINGS> PAYMENTS > PAYMENT RULE'''
Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)*Payment Action :
===='''Create Auto Actions===='''
SETTINGS > GUEST MANAGEMENT> AUTO ACTIONS
*'''Add Pending payment to the booking to collect payment 30 days before arrival '''
'''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
2 - '''Send email to guest to confirm receipt of payment'''
'''Setup Booking Rules'''
'''SETTINGS > PROPERTIES> BOOKING RULES'''
*Normal Bookings - 30 days or more before check-in - Payment collection = 30%
Payment Type = Confirmed with Deposit Payment 2
Create a Payment Rule to collect payments if bookings are not cancelled.
'''Create New Payment Rule :'''
*Name = Enter your title - Not Cancelled (for example)
*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)
*Capture = Yes - immediately charged (Capture=Yes)
*Add info code on success = add a Booking Info item to the booking on success
Prevent Auto Payment :
*Prevent payment if booking status : Cancelled
*Prevent payment action : Set Manual(or Delete)
(Suggest 2 auto actions created, 1- add pending payment and 2 - send email to guest on successful collection of payment)
'''SETTINGS > GUEST MANAGEMENT> AUTO ACTIONS''' '''Auto Action - collect balance 30 days before checkin check-in'''
(This auto action will add a pending payment to your bookings with the payment date 30 days before checkin)
Trigger tab:
*Trigger Event = Booking
*Invoice Balance = Not Zero
Trigger tab:
*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 365 day*Booking Status = All not cancelled*Invoice Balance = Any Payment made OR Invoice Balance = Zero (payment in full)
Message tab:
*Email Subject - enter the subject for your Guests*Email Text :- enter the Email text you wish to send to your guests include template variable*You can use Invoice Template variables showing the booking charges/payments.
[INVOICETABLE] will show all of the Charges/Payments.
