Collect the guest's credit card at the time of booking, store it at Stripe, and charge it later. You decide when the payment is due and how much is collected. This works for bookings from your booking page and from channels.
Prerequisites: a Stripe account connected to your property with the Connect to Stripe button. Automatic charging of pending payments, and charging a stored card from a booking, only work with this connection.
Note: If you are in the EU or have guests from the EU, you may need to comply with 3D Secure. The guest then has to make the payment directly, through a payment link: see Stripe Payment Request.
Quick Guide
- Set one deposit collection option to 0 and use it as Booking Type for normal bookings.
- Set up Stripe with Save all cards to Stripe = Yes.
- Optional: create Auto Actions that add pending payments to charge the card automatically.
- Or charge the card manually from the booking or in Stripe.
Step 1: Set up your booking rules for credit card collection
One of the deposit collection options must be set to 0 (zero).
| Go to | Setting | Value |
|---|---|---|
| Settings > Booking Engine > Deposit Collection Direct Bookings | Deposit Collection 1 or Deposit Collection 2 | 0 (zero) |
| Settings > Booking Engine > Normal Bookings | Booking Type | Confirmed with Deposit Collection 1 (or 2) - via Payment Gateway: the option you set to 0 |
| Settings > Booking Engine > Near Term Bookings (optional) | Days in Advance | Not used |
Step 2: Set up your Stripe account
Go to Settings > Payments > Payment Gateways > Stripe and set:
| Setting | Value |
|---|---|
| Connect | Click to connect. If you have several Stripe accounts, make sure you connect to the right one. |
| Enable/Priority | A number. With several payment gateways, it sets the order on the payment page. |
| Save all cards to Stripe | Yes |
| Capture | Yes: collects the payment at the time of booking on your Beds24 booking page |
| Payment Description, Title, Instruction | Optional. See Stripe settings. |
Step 3: Create Auto Actions (optional)
To charge the card automatically later, add a pending payment with an Auto Action. Use Auto Action 1 to collect the outstanding balance, or Auto Action 2 to collect one night. Both apply to all bookings, direct and channel.
Go to Settings > Guest Management > Auto Actions and click Create New Action.
Auto Action 1: Add a pending payment for the outstanding balance
Collects 100% of the outstanding group balance 14 days before check-in.
| Tab | Setting | Value |
|---|---|---|
| Trigger | Trigger Event | Checkin |
| Trigger | Trigger Time | -14 days (when you want to collect the payment) |
| Trigger | Time Window | 14 days (the same number as Trigger Time, positive) |
| Trigger | Booking Source | All. This applies to all bookings: direct, manual and channel. For different rules for direct and channel bookings, select Direct (manually created and booking page bookings). |
| Trigger | Group Booking Trigger | Trigger only Master |
| Trigger | Status | All not cancelled |
| Trigger | Invoice Balance | Not Zero (optional, to refine when the Auto Action triggers) |
| Trigger | Exclude Booking Info code |
BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT
|
| Booking (optional) | Flag Text | Payment (example) |
| Booking (optional) | Flag Colour | The colour shown in the calendar and bookings list |
| Booking Info (optional) | Booking Info Code |
PAYMENT (example, one word) |
| Booking Info (optional) | Booking Info Text | The description shown for the info code |
| Invoice | Add a Pending Payment | On |
| Invoice | Payment Type | Percent of Group Balance due |
| Invoice | Description | The text shown on the Charges and Payments tab |
| Invoice | Status | Optional: the status for the pending payment, if you use statuses |
| Invoice | Amount | 100 (100% of the outstanding balance) |
| Invoice | Payment Rule | Auto |
| Invoice | Payment Due | Trigger date |
| Invoice | Payment time | The time to collect the payment |
| Invoice | Invoicee | Optional: the invoicee the pending payment is assigned to, if you use invoicees |
Note: Only use Payment Type = Percent of Group balance due if Group Booking Trigger is Trigger only Master.
Auto Action 2: Add a pending payment for one night
Collects one night of charges 14 days before check-in. One night of charges uses the average price of a night, calculated from the sum over all nights.
| Tab | Setting | Value |
|---|---|---|
| Trigger | Trigger Event | Checkin |
| Trigger | Trigger Time | -14 days (when you want to collect the payment) |
| Trigger | Time Window | 14 days (the same number as Trigger Time, positive) |
| Trigger | Booking Source | All. This applies to all bookings: direct, manual and channel. For different rules for direct and channel bookings, select Direct (manually created and booking page bookings). |
| Trigger | Group Booking Trigger | Trigger only Master |
| Trigger | Status | All not cancelled |
| Trigger | Invoice Balance | Not Zero (optional, to refine when the Auto Action triggers) |
| Trigger | Exclude Booking Info code |
BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT
|
| Booking (optional) | Flag Text | OneNight (example) |
| Booking (optional) | Flag Colour | The colour shown in the calendar and bookings list |
| Booking Info (optional) | Booking Info Code |
ONENIGHT (example, one word) |
| Booking Info (optional) | Booking Info Text | The description shown for the info code |
| Invoice | Add a Pending Payment | On |
| Invoice | Payment Type | One night of charges |
| Invoice | Description | The text shown on the Charges and Payments tab |
| Invoice | Status | Optional: the status for the pending payment, if you use statuses |
| Invoice | Amount | 100 (100% of one night of charges) |
| Invoice | Payment Rule | Auto |
| Invoice | Payment Due | Trigger date |
| Invoice | Payment time | The time to collect the payment |
| Invoice | Invoicee | Optional: the invoicee the pending payment is assigned to, if you use invoicees |
Note: If you receive virtual credit cards from channels, exclude their info codes (BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT) so that no extra pending payments are added to those bookings.
Expected result: matching bookings get a pending payment that Stripe charges automatically on the due date.
Step 4: Charge the card manually (alternative)
Instead of Auto Actions, charge the card manually in your Stripe dashboard or with the Stripe button on the Charges and Payments tab of the booking. See Charge a card manually.
Card details at Stripe
Each card sent to Stripe is saved as a Stripe customer, with the booking number as reference. Info codes on the Info tab of the booking show what happened, for example CARDTOSTRIPE or STRIPEPAYMENT. See Card details at Stripe and info codes.