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Deposit Collection

1,056 bytes added, 14:44, 9 August 2022
[[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.
=Setup=
'''Step 1: 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.
 
To add a logo to your payment collection page, you need to upload your logo as a picture first.
* Go to {{#fas:cog}} (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 COLLECTION "Payment Header"
* Click 'Edit', then find the 'Image' icon and paste the url into the URL box and add a description if necessary, resize as required, click OK. Use the other features to position the image as you required (centre, left, right).
* Click Save.
 
The "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.
 
Use this [[:Category:Payments#Payment_Request|instruction]] to create 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.
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