Changes

From SimplyBook.me

Accept payments custom feature

93 bytes added, 12:23, 1 May 2019
no edit summary
<br><br>
:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accept Payments</span> custom feature in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> section.
[[File:Accept payments enable path.png | border | center]]
<br><br>
:2. To add your payment processor details please go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> for this feature.
[[File:Accept payments settings path.png | border| center]]
<br><br>
:3. On the right side you will see the list of processors available. Please find the desired one and add your credentials.
[[File:Payment processors list1.png | border| center]]
<br><br>
::3.1 (Optional) Set your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment timeout</span> in the left-side section of this feature, we recommend not less than 20-30 minutes.
<br><br>
:4. In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> -> (select the service to edit) -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service details</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Price</span> set the price of your service.
[[File:Set service price.png | border| center]]
<br><br>
:5. Add invoice information to the corresponding block and your clients will receive invoices about any purchase made within your system. You can also disable sending invoices to your clients if necessary.
[[File:Invoice settings1.png| border| center]]
<br><br>
=How Accept Payments custom feature works=
:1. A client goes through the booking process and presses <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Book Now</span> at the end.<br><br>
:2. He is directed to payment system and unconfirmed booking appears in the admin calendar marked red as ''not paid'' to reserve this time so that no other person can accidentally book the same slot and there will be no double-bookings. <br>
[[File: Non-paid booking view.png ‎| border |center]]<br><br>
:3. After that, the client has 2 options:
::3.1. pay and the payment processor will send us confirmation that client has paid and we will automatically approve it on our side (booking will be marked with green color). <br>
[[File: Paid booking view.png | border‎ |center]]<br><br>
::3.2. do not finish paying: the client is directed to the payment system, but then he closes the page, closes the browser, or simply leaves it open without any actions for a long period of time. In this case, the system will wait until timeout you set up in the settings of <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Custom_Features#Accept_Payments | Accept payments]]</span> custom feature will end and will cancel the non-paid booking because it was never finished. You can set the emails to be sent to client and/or you to be notified about the timed out bookings. <br>
::Same happens if the client paid, but paid later than timeout. In this case, if you receive a notification from PayPal/Stripe/etc. that client paid for the booking but as it was too late you can go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment transactions</span> and approve this booking manually.<br>
[[File:Approve timeout booking v3.png ‎| border|center]]<br><br>
=What is "Allow delay payment" option=
<br><br>
:2. Follow the link <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit taxes</span> below that option.
[[File:Add taxes1.png | border| center]]
<br><br>
:3. Create all tax options you need. You will be able to select which tax to apply to which service or set default tax.
[[File:Creating tax.png | border| center]]
<br><br>
:4. Go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services</span> and select the tax option per service.
[[File:Add tax to service.png | border| center]]
<br><br>
=How to set the confirmation fee, not the whole price for the service=