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Deposit Collection

1,263 bytes added, 14:44, 9 August 2022
[[Category:Properties]]
[[Category:Bookings]]
[[Category:Booking_RulesRules]]
[[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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=How it works=
When you require a payment the guest will not be able to complete the booking 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".
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.
=Setup=
'''Step 1: Set payment amount and Acitvate Deposit Collection''' 
1. Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT COLLECTION
To add general information to the header section of the payment screen 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.
'''Step 3To add a logo to your payment collection page, you need to upload your logo as a picture first. * Go to {{#fas: 'Enable one or more payment gateways or optionscog}} (SETTINGS) BOOKING ENGINE > PICTURES and choose your file and import.* Scroll to the picture and click 'Manage'and copy the URL.*Go to ( {{#fas:cog}} (SETTINGS) > PAYMENTS > PAYMENT GATEWAYS > STRIPE/PAYPAL.... 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 , click OK. Use the other features to connect your payment system to your accountposition the image as you required (centre, left, right).* 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 please use the <span style="color:#007bff;“ >{{#far:question-circle}} </span> context help and click on <span style="color:#007bff;“ >{{#far:question-circle}} </span> help in the top right of the 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'''
4. *Go to {{#fas:cog}} (SETTINGS) > PROPERTIES > BOOKING RULES
*Set "Booking Type" to either the Deposit Collection 1 or Deposit Collection 2.
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