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Stripe deposit and balance

103 bytes removed, 09:00, 11 August 2021
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<div class="heading">Stripe - Collect a deposit at time of the booking and outstanding balance before Checkin</div>
This page is about the menu {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and automatic payment collection.  This page and explains how to setup payment collection and pending payments to collect a deposit at the time of the booking and a balance before the guest check-in.
__TOC__
=Set up =
==='''Step 1:''' Setup your Booking Rules for Payment Collection===
Go to {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING RULES > NORMAL BOOKINGS.
*Select Booking Type = Confirmed with deposit collection 2- via payment gateway
==='''Step 2:''' Setup the Payment Collection Rules===
Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT COLLECTION
*Set Non Payment Booking Status = Cancel
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> This sets the status of the booking if payment is not completed at the time of booking. Note : that if this setting is set to request, the guest will be sent a booking email even if they do not make a payment. If this setting is set to cancel the guest will only be sent a booking email after payment is made.
*Set Deposit Payment 1 - Percentage = 30 (enter the value you want to collect as your deposit)
*Set Deposit Payment 2 - Percentage = 100
==='''Step 3:''' Setup Stripe Account ===
Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > STRIPE and set:
*'''Instruction''' - Create an optional description to appear next to the Stripe pay now button.
==='''Step 4:''' 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
*Prevent payment action = Set Manual
==='''Step 5:''' Create Auto Actions===
Go to {{#fas'''Step 5:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS ''' Create Auto Actions
Two auto actions will be required, one to collect the outstanding balance for ALL bookings and the other to collect the deposit for Channel bookings (Non Virtual Cards) .
<div class="mw-collapsible mw-collapsed"Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT ><div class="headline-collapse" >====Auto AUTO ACTIONS and click '''Create New Action 1 - Collect outstanding balance====''' to create them.
For '''Auto Action 1 - Collect outstanding balance for all bookings, Direct direct and Channelchannel/OTAs.  </div><div class="mw-collapsible-content">Click '''Create New Action'''
Trigger tab:
*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
*Info Codes
**Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT
 <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> If you receive virtual credit cards from the channels, then enter the Booking Info codes to prevent additional pending payments being added to bookings.
Booking tab: Optional
**Invoicee = If you use the "invoicee" function you can select which invoicee the pending payment will be assigned to.
</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ===='''Auto Action 2 - Collect Deposit from Channel bookings - Non virtual cards==== For for channel bookings excluding virtual credit cards. </div><div class="mw-collapsible-content"> Click '''Create New Action'''
Trigger tab:
**Time Window = 1 day
*Booking Source
**Booking Source =Channel Manager (this will apply to all bookings from OTAs/channels) . If you want to have different auto actions/rules for each channel booking, then select the Channel from the list’
*Booking Conditions
*Info Codes
**Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> If you receive virtual credit cards from the channels, then enter the Booking Info codes to prevent additional pending payments being added to bookings.
Booking tab: Optional
**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.
 
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