Difference between revisions of "Stripe Payment Request"

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[[Category:How to]]
 
[[Category:How to]]
 
[[Category:Payments]]
 
[[Category:Payments]]
<div class="heading">Stripe - Senda Payment Request to your guests to make a payment</div>
 
  
This page is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE.
+
<div class="heading">Stripe - Send a Payment Request to your guests to make a payment</div>
  
  This page explains how to send a payment request to the guest to make a payment.
+
  This page is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and explains how to send a payment request to the guest to make a payment.
  
 
__TOC__
 
__TOC__
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=Set up=
 
=Set up=
==='''Step 1:'''  Setup Stripe Account ===
+
'''Step 1:'''  Setup Stripe Account  
  
 
Go to {{#fas:cog}} (SETTINGS)  PAYMENTS > PAYMENT GATEWAYS > STRIPE and set:
 
Go to {{#fas:cog}} (SETTINGS)  PAYMENTS > PAYMENT GATEWAYS > STRIPE and set:
Line 39: Line 38:
 
*'''Instruction''' - Create an optional description to appear next to the Stripe pay now button.
 
*'''Instruction''' - Create an optional description to appear next to the Stripe pay now button.
  
==='''Step 2:''' Create Auto Auctions===
 
  
Go to {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT > AUTO ACTIONS
+
'''Step 2:''' Create Auto Auctions
 +
 
 +
Go to {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them.
 
   
 
   
 
You can setup multiple auto actions to collect different amounts at different times.  
 
You can setup multiple auto actions to collect different amounts at different times.  
 
Depending on when you want to collect the payments, deposit on booking, collect a payment after the cancellation period, collect a payment before they arrive.  
 
Depending on when you want to collect the payments, deposit on booking, collect a payment after the cancellation period, collect a payment before they arrive.  
  
<div class="mw-collapsible mw-collapsed">
+
 
<div  class="headline-collapse" >
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'''Auto Action 1 - Send Payment Request for the deposit '''
====Auto Action 1 - Send Payment Request for the deposit ====
 
  
 
Can be used for all bookings and EU countries and required to comply with EU 3DSecure regulations.  
 
Can be used for all bookings and EU countries and required to comply with EU 3DSecure regulations.  
 
</div>
 
<div class="mw-collapsible-content">
 
 
Click '''Create New Action'''
 
  
 
Trigger tab:  
 
Trigger tab:  
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*Booking Source
 
*Booking Source
**Booking Source =ALL (this will apply to all bookings)
+
**Booking Source =All (this will apply to all bookings, direct, manual and channels). If you want to have different auto actions/rules for direct bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings. 
If you want to have different auto actions/rules for each channel booking, then select the Channel from the list’
 
  
 
*Booking Conditions
 
*Booking Conditions
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Dear [GUESTNAME],  
 
Dear [GUESTNAME],  
  
To confirm your booking,a deposit of 25% is required for your stay at [PROPERTYNAME].  
+
To confirm your booking, a deposit of 25% is required for your stay at [PROPERTYNAME].  
  
 
Please use the link below to make a payment.  
 
Please use the link below to make a payment.  
Line 141: Line 134:
 
*Booking Info Text = Enter the description/text to show in for the Booking Info Code.  
 
*Booking Info Text = Enter the description/text to show in for the Booking Info Code.  
  
</div>
 
</div>
 
  
<div class="mw-collapsible mw-collapsed">
+
'''Auto Action 2 - Send Payment Request for deposit after cancellation period expires. '''
<div  class="headline-collapse" >
 
====Auto Action 2 - Send Payment Request for deposit after cancellation period expires. ====
 
  
 
Can be used for all bookings and EU countries and required to comply with EU 3DSecure regulations.  
 
Can be used for all bookings and EU countries and required to comply with EU 3DSecure regulations.  
Line 152: Line 141:
 
You only collect a payment from the guest after the 30 days cancellation period has expired.  
 
You only collect a payment from the guest after the 30 days cancellation period has expired.  
  
</div>
 
<div class="mw-collapsible-content">
 
 
Click '''Create New Action'''
 
  
 
Trigger tab:  
 
Trigger tab:  
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*Booking Source
 
*Booking Source
**Booking Source =ALL (this will apply to all bookings)
+
**Booking Source =All (this will apply to all bookings, direct, manual and channels). If you want to have different auto actions/rules for direct bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings.
If you want to have different auto actions/rules for each channel booking, then select the Channel from the list’
 
  
 
*Booking Conditions
 
*Booking Conditions
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Booking Info tab: Optional, for information and reporting
 
Booking Info tab: Optional, for information and reporting
 
*Booking Info Code = PAYREQ (for example enter the value - use one word only)
 
*Booking Info Code = PAYREQ (for example enter the value - use one word only)
*Booking Info Text = Enter the description/text to show in for the Booking Info Code.  
+
*Booking Info Text = Enter the description/text to show in for the Booking Info Code.
 +
 
 +
=Credit Card details at Stripe=
 +
 
 +
The card will be saved as a new customer in Stripe with the booking number as a reference. Once the new customer is created in Stripe the card can be charged.
 +
 
 +
Multiple cards can be sent for each Stripe customer and a specific one selected when charging.
 +
 
 +
Stripe will only accept valid cards. If Stripe reject the card, it's details will still be visible at Beds24.
 +
 
 +
Info Codes in the "Info" tab of the booking show you which action was performed.
 +
 
 +
{| class="wikitable"
 +
! scope="col"| Code
 +
! scope="col"| Use
 +
|-
 +
 
 +
|CARDTOSTRIPE
 +
| card details were sent to Stripe
 +
|-
 +
 
 +
|STRIPEPAYMENT
 +
| payment imported from Stripe
 +
|-
 +
 
 +
|STRIPEFAIL
 +
| card could not be sent to Stripe
 +
|-
 +
 
 +
|CARDEXPIRES
 +
| added when the card expires before check-in
 +
|-
 +
 
 +
|STRIPEAUTHORIZE
 +
| payment has been authorised by Stripe
 +
|-
 +
 
 +
|CARDFAILSTRIPE
 +
| card has failed at Stripe, see the note for reason
 +
|-
  
</div>
+
|}
</div>
 

Latest revision as of 13:08, 6 October 2021


Stripe - Send a Payment Request to your guests to make a payment
This page is about the menu  (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and explains how to send a payment request to the guest to make a payment.

1 Use

You can use this method if:

You have a Stripe account and you have connected it to your property.

And

You require the guest to make a payment, you have a telephone booking and/or require the guest to make the payment.

If you are in the EU and/or have guests from the EU, you may need to comply with 3DSecure Payments, this will require you to send a payment link to the guest to make the payment directly.

2 How it works

You send a payment link to the guest so they can make the payment.

3 Set up

Step 1: Setup Stripe Account

Go to (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and set:

Stripe is compatible with the pending payments auto charge function and direct charging a stored card from bookings, when you connect via the ‘Connect’ Button.

  • Click Connect Button. If you have multiple Stripe Accounts, ensure you connect to the correct Stripe account in your Stripe dashboard.
  • Set Enable/Priority - if you plan to use multiple Payment gateways, set the number based on the order on the payment page.
  • Save all cards to Stripe = Yes.
  • Capture = Yes, for your Beds24 booking page, this will collect the payment at the time of the booking.
  • Payment Description - Description for Stripe payments, template variables can be used. This description will be seen in the STRIPE dashboard, this is not visible to the Guest.
  • Title - Customise the title for this payment option.
  • Instruction - Create an optional description to appear next to the Stripe pay now button.


Step 2: Create Auto Auctions

Go to (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and click Create New Action to create them.

You can setup multiple auto actions to collect different amounts at different times. Depending on when you want to collect the payments, deposit on booking, collect a payment after the cancellation period, collect a payment before they arrive.


Auto Action 1 - Send Payment Request for the deposit

Can be used for all bookings and EU countries and required to comply with EU 3DSecure regulations.

Trigger tab:

  • Time
    • Trigger Event = Booking
    • Trigger Time = Immediately
    • Time Window = 1 day
  • Booking Source
    • Booking Source =All (this will apply to all bookings, direct, manual and channels). If you want to have different auto actions/rules for direct bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings.
  • Booking Conditions
    • Group Booking Trigger = Trigger only Master
    • Status = All not cancelled
    • Invoice Balance= Any

Message tab:

  • Send Message = Booking API/Smart Email

If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a 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, you can set a value/percentage or full amount. see here


Dear [GUESTNAME],

To confirm your booking, a deposit of 25% is required for your stay at [PROPERTYNAME].

Please use the link below to make a payment.

https://beds24.com/bookpay.php?bookid=[BOOKID]&g=st&pay=groupbalance&pc=25

We look forward to welcoming you.

Best Regards,

[PROPERTYNAME]


To request the guest to make a payment of 25% of the booking balance (group), then use this setting &pay=groupbalance&pc=25 For a fixed amount of 100, the use &pay=100 You can also show different payment methods for the guest to choose, g=st,pp will show Stripe and Paypal payment gateways.


  • HTML box - Email will be sent

Email Text :- It is possible to use the same details (URL) as in the Plain Text box above, alternatively you can use the template variable details below see here


Dear [GUESTNAME],

To confirm your booking,a deposit of 25% is required for your stay at [PROPERTYNAME].

Please use the link [PAYLINK:25%] to make a payment.

We look forward to welcoming you.

Best Regards,

[PROPERTYNAME]


[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 fixed payment amount 200.


Booking tab: Optional

  • Flag Text = PayReq (for example)
  • Flag Colour = select the colour as this will be visible in the Calendar/Bookings list

Booking Info tab:

  • Optional, add a booking info tab for information and reporting

Booking Info tab: Optional, for information and reporting

  • Booking Info Code = PAYREQ (for example enter the value - use one word only)
  • Booking Info Text = Enter the description/text to show in for the Booking Info Code.


Auto Action 2 - Send Payment Request for deposit after cancellation period expires.

Can be used for all bookings and EU countries and required to comply with EU 3DSecure regulations.

You only collect a payment from the guest after the 30 days cancellation period has expired.


Trigger tab:

  • Time
    • Trigger Event = Checkin
    • Trigger Time = -30
    • Time Window = 30 day
  • Booking Source
    • Booking Source =All (this will apply to all bookings, direct, manual and channels). If you want to have different auto actions/rules for direct bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings.
  • Booking Conditions
    • Group Booking Trigger = Trigger only Master
    • Status = All not cancelled
    • Invoice Balance= Any

Message tab:

  • Send Message = Booking API/Smart Email

If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a 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, you can set a value/percentage or full amount. see here


Dear [GUESTNAME],

To confirm your booking,a deposit of 25% is required for your stay at [PROPERTYNAME].

Please use the link below to make a payment.

https://beds24.com/bookpay.php?bookid=[BOOKID]&g=st&pay=groupbalance&pc=25

We look forward to welcoming you.

Best Regards,

[PROPERTYNAME]


For a payment of 25% of the booking balance (group), then use this setting &pay=groupbalance&pc=25 For a fixed amount of 100, the use &pay=100 You can also show different payment methods for the guest to choose, g=st,pp will show Stripe and Paypal payment gateways.


  • HTML box - Email will be sent

Email Text :- It is possible to use the same details (URL) as in the Plain Text box above, alternatively you can use the template variable details below see here


Dear [GUESTNAME],

To confirm your booking,a deposit of 25% is required for your stay at [PROPERTYNAME].

Please use the link [PAYLINK:25%] to make a payment.

We look forward to welcoming you.

Best Regards,

[PROPERTYNAME]


[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 fixed payment amount 200.


Booking tab: Optional

  • Flag Text = PayReq (for example)
  • Flag Colour = select the colour as this will be visible in the Calendar/Bookings list

Booking Info tab:

  • Optional, add a booking info tab for information and reporting

Booking Info tab: Optional, for information and reporting

  • Booking Info Code = PAYREQ (for example enter the value - use one word only)
  • Booking Info Text = Enter the description/text to show in for the Booking Info Code.

4 Credit Card details at Stripe

The card will be saved as a new customer in Stripe with the booking number as a reference. Once the new customer is created in Stripe the card can be charged.

Multiple cards can be sent for each Stripe customer and a specific one selected when charging.

Stripe will only accept valid cards. If Stripe reject the card, it's details will still be visible at Beds24.

Info Codes in the "Info" tab of the booking show you which action was performed.

Code Use
CARDTOSTRIPE card details were sent to Stripe
STRIPEPAYMENT payment imported from Stripe
STRIPEFAIL card could not be sent to Stripe
CARDEXPIRES added when the card expires before check-in
STRIPEAUTHORIZE payment has been authorised by Stripe
CARDFAILSTRIPE card has failed at Stripe, see the note for reason