Difference between revisions of "Stripe Payment Schedule"

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*Prevent payment after check-out (days) = 7 (default)
 
*Prevent payment after check-out (days) = 7 (default)
 
*Prevent payment action = Set Manual
 
*Prevent payment action = Set Manual
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'''Step 4:''' Create Auto Actions  
 
'''Step 4:''' Create Auto Actions  
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Go to {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them.
 
Go to {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them.
  
If you have setup multiple payment schedules, then you will need one Auto Action per payment schedule.  
+
If you have setup multiple payment schedules, then you will need one Auto Action per payment schedule.  
  
  

Revision as of 16:52, 11 August 2021


Stripe - Automatically collect payments based on Payment Schedule
 This page is about the menu  (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and automatic payment collection and explains how to setup your payment collection and add pending payments in line with the Payment Schedule.
Currently only available for VRBO/Homeaway. 

1 Use

You can use this method if:

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

And

You have setup a Payment Schedule.

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

Credit card details will be sent to Stripe and you can collect a payment.

You can define the Payment Due date/time and the amount of the payment.

You can set upto 5 Payment details in the Payment Schedule.

Setup auto actions to add pending payments to the bookings matching the details in the Payment schedule.


3 Set up

Step 1: Setup your Payment Schedule for VRBO

  • Go to (SETTINGS) CHANNEL MANAGEMENT > VRBO/Homeaway > PAYMENT SCHEDULE.

Setup your Payment schedule. VRBO Payment Schedule

Payment Schedule :

  • Name - Payment Plan 1 (for example)

Payment 1 :(For deposit)

  • Days After Booking = 0 (for at booking)
  • Days Before Check-in = None
  • Fixed amount = 0
  • Percent amount = 25

Payment 2 :(For balance)

  • Days After Booking = 0
  • Days Before Check-in = 14
  • Fixed amount = 0
  • Percent amount = balance (outstanding balance)


Step 2: 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 3: Create a Payment Rule - Optional

Standard payment rules in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments

Go to (SETTINGS) PAYMENTS > PAYMENT RULES

Click Create New Payment Rule :

Payment Rule:

  • Name = Enter your title - Not Cancelled (for example)
  • Action = Auto

Payment Trigger :

  • Booking Status = All not cancelled
  • 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)

Payment Action :

  • Funding Source = Guest card only
  • Payment value adjustment = Limit to group booking balance
  • Capture = Yes - immediately charged (Capture=Yes)
  • Add info code on success = add a Booking Info item to the booking on success
  • Add info code on failure = add a Booking Info item to the booking on failure

Prevent Auto Payment :

  • Prevent payment if booking status = Cancelled
  • Prevent payment after check-out (days) = 7 (default)
  • Prevent payment action = Set Manual


Step 4: Create Auto Actions

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

If you have setup multiple payment schedules, then you will need one Auto Action per payment schedule.


Auto action 1 - Collect payment 1 with Payment Schedule rules

For VRBO/Homeaway bookings. Credit card has been collected by VRBO/Homeaway.

You require 25% deposit at the time of booking.

Trigger tab:

  • Time
    • Trigger Event = Booking
Set the value based on the Rule set in (SETTINGS)  CHANNEL MANAGEMENT > VRBO/Homeaway > PAYMENT SCHEDULE
    • Trigger Time = Immediate (set the time based on the payment schedule)
    • Time Window = 1 day (set the time based on the payment schedule.
  • Booking Source
    • Booking Source =VRBO
  • Booking Conditions
    • Group Booking Trigger = Trigger only Master
    • Status = All not cancelled
    • Invoice Balance= Not Zero (can be used to refine the auto action being triggered)

Booking tab: Optional

  • Flag Text = Payment1 (for example)
  • Flag Colour = select the colour as this will be visible in the Calendar/Bookings list

Booking Info tab: Optional

  • Booking Info Code = Payment1 (for example)
  • Booking Info Text = Payment 1 from Payment schedule (for example) If you have multiple payment schedules then this can be used in the trigger of the next auto action for a sequence of auto actions.

Invoice tab:

ONLY use Payment Type =‘ Percent of Group balance due’ if you selected Trigger tab > Booking Conditions > Group Booking Trigger = Trigger Only Master.
  • Add a Pending Payment to the booking
    • Payment Type = Percent of Group Balance due (select on what the payment is calculated)
    • Description = the text you will see in the "Charges and Payments" tab
    • Status = if you use the status function add the status you want to apply to the pending payment (optional)
    • Amount = 25 (this will be 100% of the outstanding balance)
    • Payment Rule = Not Cancelled - See Step 3 above (if you have set up payment rules in SETTINGS->PAYMENTS ->PAYMENT RULES they will be available here)
    • Payment Due = Trigger date
    • Payment time = set the time to collect payment
    • Invoicee = If you use the "invoicee" function you can select which invoicee the pending payment will be assigned to.


Auto action 2 - Collect payment 2 with Payment Schedule rules

For VRBO/Homeaway bookings. Credit card has been collected by VRBO/Homeaway.

Balance due 14 days before checkin


Trigger tab:

  • Time
    • Trigger Event = Checkin
Set the value based on the Rule set in (SETTINGS)  CHANNEL MANAGEMENT > VRBO/Homeaway > PAYMENT SCHEDULE
    • Trigger Time = -14 days (set the time based on the payment schedule)
    • Time Window = 14 days (set the time based on the payment schedule.
  • Booking Source
    • Booking Source =VRBO
  • Booking Conditions
    • Group Booking Trigger = Trigger only Master
    • Status = All not cancelled
    • Invoice Balance= Not Zero (can be used to refine the auto action being triggered)
  • Info Codes
    • Any Booking Info Code = PAYMENT1 (sequence from the first payment- Auto Action1)

Booking tab: Optional

  • Flag Text = Payment2 (for example)
  • Flag Colour = select the colour as this will be visible in the Calendar/Bookings list

Booking Info tab: Optional

  • Booking Info Code = Payment2 (for example)
  • Booking Info Text = Payment 2 from Payment schedule (for example) If you have multiple payment schedules then this can be used in the trigger of the next auto action for a sequence of auto actions.

Invoice tab:

ONLY use Payment Type =‘ Percent of Group balance due’ if you selected Trigger tab > Booking Conditions > Group Booking Trigger = Trigger Only Master.
  • Add a Pending Payment to the booking
    • Payment Type = Percent of Group Balance due (select on what the payment is calculated)
    • Description = the text you will see in the "Charges and Payments" tab
    • Status = if you use the status function add the status you want to apply to the pending payment (optional)
    • Amount = 100 (this will be 100% of the outstanding balance)
    • Payment Rule = Not Cancelled - See Step 3 above (if you have set up payment rules in SETTINGS->PAYMENTS ->PAYMENT RULES they will be available here)
    • Payment Due = Trigger date
    • Payment time = set the time to collect payment
    • Invoicee = If you use the "invoicee" function you can select which invoicee the pending payment will be assigned to.