Configuring payment settings

You can find more instructions for setting up your payment provider here: Payment Providers.

You can choose whether to process payments (full or partial) and whether to require a deposit (percentage or fixed) at the time of booking.

Do not process payments online, just take reservations (no payment)

Reservation-only mode. No payment is collected. You can also use Reservation-only mode if the order value is zero.

Charge full amount at time of booking (full payment)

This setting charges the Customer the total of the entire order at the time of booking. Upon Checkout, the Customer must pay the invoice balance in full.

Take a percentage deposit (deposit required)

You can require the Customer to pay a portion of the booking total at Checkout. You can preset a percentage, and the system calculates the deposit owed during Checkout.

Important!

Take a fixed amount deposit

This setting is similar to the previous option. However, this option takes a predetermined amount regardless of the invoice total. Once completed, the booking reflects the amount paid and shows a balance due.

If you enabled the Pay Now Link in the invoice setup, the Customer could pay the remaining balance later. With scheduled notifications, you can use this option to send the Customer a reminder about the payment before the booking date.

Important!

Fixed deposit amounts combine with any product-specific deposit amounts configured.

For example, if you configure a $500.00 fixed deposit and there is also a product-specific deposit of $500.00, then the total deposit is $1000.00 when booking that product.

Customers can visit the same payment link, such as the Pay Now Link in their invoice, to pay a deposit and the remaining balance.

The Customer's invoice shows the expected amount by labelling the due amount as Deposit Due or Balance Due accordingly.

The default status for this field is determined by the option above. If the deposit mode is set to Charge full amount at time of booking, the default status is Paid, otherwise the status will be deposit. You can change this to set bookings to a custom status or a different default setting when a payment is made.

Learn more about statuses:

• Understanding booking status types

Charge customer full amount if booking is created less than X days from start date

You can optionally charge the full booking amount during Checkout if the start date falls within a specific time from creating the booking. You can set up this time frame for your business.

Restrict customers from paying full balance after a deposit is made

Check this option if you wish your Customer to pay a deposit when booking online but pay their final balance on location when they visit your business.

Allow customers to optionally pay the full balance or deposit

You may require a deposit to be paid by the Customer at booking time, but sometimes Customers want to pay the entire balance simultaneously. Checking this option provides them with the ability to do that.

For Customers to see this option, you must show the Pay Now Link on the invoice. You can activate this within Invoice Options.

Check with your payment provider before making your selections here, as not all payment providers can offer all card types.

You can choose which payment types to display (provided your payment provider supports them).

By default, a POS payment is recorded in your system when you manually mark a booking as paid. Sometimes, you must mark a booking as paid rather than generating a POS payment.

For example, when setting up your account, you can enter bookings made before creating your account. You can mark the invoice for these as paid.

This option reveals a new field to enter a label for the custom POS payment type.

After entering your label, click the blue Save button at the bottom of the screen. Refresh your page, and you can now see the new POS payment type included in your list of options.

We cannot hold credit card details and charge later. Rebilling only occurs on the application side if a transaction exists on the invoice, such as from a deposit.