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Deposit Collection

2,179 bytes added, 14:44, 9 August 2022
[[Category:Properties]]
[[Category:Bookings]]
[[Category:Booking_Rules]][[Category:Property_SetupRules]]
[[Category:Payments]]
[[Category:Guest_Management]]
[[Category:Automation]]<div class="heading">Payment Collection for Direct Online Bookings on the Booking page</div> ''This page is about the menu {{#fas:cog}} (SETTINGS-) > PAYMENTS->PAYMENT COLLECTION'' and explains how to collect deposits or full payments for direct online bookings.
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== Collect Deposits for Web Site Bookings =How it works=If When you use this method require a payment the guest will not be able to complete the booking without making if they do not make a payment. You can choose which if bookings where guests did not complete the payments are considered "Cancelled" or "Requests".
'''Setup'''To use this options you need a account with the payment gateway you want to use and connect it to Beds24. Payments will be made directly into your account with the gateway through which the guest makes the payment. Beds24 will be notified about the payment and the payment amount will be added to the "Charges and Payments" tab of the booking.
If you offer guests to pay via bank transfer or cheque you can provide instructions on how to do this using "Offline Payments". The guest will then need to confirm that they will make the payment to finish the booking. For offline payments you will need to enter the payment manually into the "Charges and Payments" tab and adjust the status of the booking manually if required.   =Setup='''Step 1: Acitvate Deposit Collection''' 1. Go to {{#fas:cog}} (SETTINGS-> ) PAYMENTS->PAYMENT COLLECTION *Select the "Non Payment Booking 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.
*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 - {{#fas:cog}} (SETTINGS) PROPERTIES > DESCRIPTION''' currency to receive payments setting.
[[File:Payment2.png]]
2. To add general information to the header section of the payment screen go to SETTINGS-> PAYMENTS-> and click on "Deposit Payment Header"
3. Enable one '''Step 2: Add payment instructions or more information for your guests''' To add general information to the header section of the payment optionsscreen click on "Deposit Payment Header" and enter the information there.  The "Payment Header" will be included on Payment screen shown to the guest. HTML commands can be used to add style and format to your message. [[Template Variables]] can be used to personalise the page.
To add a logo to your payment collection page, you need to upload your logo as a picture first. *Choose Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > PICTURES and choose your file and import.* Scroll to the gateway picture and click 'Manage' and or method(s) you want copy the URL.* Go to use {{#fas:cog}} (SETTINGS-) > PAYMENTS->PAYMENT GATEWAYS->PAYPAL/STRIPE..... COLLECTION "Payment Header"* Click 'Edit', then find the 'Image' icon and enter paste the url into the URL box and add a description if necessary, resize as required account information to connect your payment system to your account, click OK. Use the context help (? icons) and other features to position the page help image as you required (top centre, left, right menu of each page) for instructions.* Click Save.
[[File:Payment4The "Payment Request Header" and "Payment Request Confirmation" will be shown to the guest if you send Payment Request links after the booking has been made.jpg]]
If you want Use this [[:Category:Payments#Payment_Request|instruction]] to offer your guests a choice between different options you can select in which order the options displaycreate payment requests.
'''Step 3: Enable one or more payment gateways or options.'''
*Go to ( {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE/PAYPAL.... and enter the required account information to connect your payment system to your account. 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 please use the <span style="color:#007bff;“ >{{#far:question-circle}} </span> context help (? icons) and click on HELP <span style="color:#007bff;“ >{{#far:question-circle}} </span> help in the top right corner of the payment method help gateway menu page.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Use ( {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > CREDIT CARD COLLECTION only if you want to collect credit card details only without charging them.  '''Step 4. : Adjust your booking rule'''*Go to {{#fas:cog}} (SETTINGS-) >PROPERTIES->BOOKING RULES
*Set "Booking Type" to either the Deposit Collection 1 or Deposit Collection 2.
[[File:Payment1.png]]
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} Note that </span> The booking rules for rates will override rules for rooms and booking rules for offers will override property booking rules.  Note: If you set "Booking Type" in = "Collect CC - auto confirmed with Credit Card" or "Request CC - Requet only with credit card number" in SETTINGS->PROPERTIES->BOOKING RULES the guest will submit their credit card detail but the card will NOT be charged.
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