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On the Finance menu, click Payments Settings and go to thePayment Methods tab.
Click Create. The Payment Method page appears.
Fill in the information in three sections and click Save.
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Specifying General Settings
In the General Settings section, specify the parameters dealing with the reservation, generating invoices, application conditions and travel services.
Specify the name of a payment method and enter its description. The description is used only for the purpose of convenience and is not displayed to customers.
In the Application conditions group, specify when the payment method is available:
always
when one of the conditions below triggers
when all of the conditions triggerbelow triggers
Specify the conditions that limit payment method availability:
Credit limit: select the check box in order to specify whether the payment method is applicable if credit limit is not enough.
Deposit: select the check box in order to specify whether the payment method is applicable if deposit is not enough.
Cancellation fee: select the check box to set the period of time before the cancellation fees are applied during which the payment method is available.
Number of services: specify the minimal or maximal number of services a reservation should contain for the payment method to be available.
In the Apply conditions group, specify if the payment method is applied for settlements between a tour operator and their customers or between a supplier and a tour operator.
In the Use for products group, specify for which products the payment method us available.
In the prepayment Settings group, specify whether prepayment is required for the method and if it is required - specify its value.
In the Invoicing Rules group, specify the rules for automatic issuing of invoices both for the settlements between a tour operator and travel agencies and between a tour operator and end customers.
In case you allow automatic issuing of invoices, specify if an invoice is issued for a reservation, services withing reservations, or prepayment.
Specify the time when the invoice is to be issued: immediately after booking or the specified number of days before the cancellation fee is applied.
Additionally select the revoke invoices check box in order to suspend invoice print-out in case the reservation is canceled.
In the Automatic payment group, specify if the automatic payment from deposit is allowed for the payment method. In case it is allowed, specify whether it should be validated or not.
In the Automatic cancellation conditions group, specify the services and the terms of autocancellation:
Click .
The additional form appears.
Click All products to limit the product range for which the autocancellation is available.
Specify the rules for autocancellation (e.g. 2 days before the cancellation fee is applied)
🗒 Terms of using automatic cancellation for unpaid services are proved for each contract, as the result the hardest terms provided are used. For example, if a service was paid according to the second contract and time of automatic cancellation of the reservation is approaching under the unpaid contract, such order will be automatically canceled.
In the Payment group, select the type of the payment method and the payment method itself. Additionally you can add commission.
Specify whether the applied invoice print out and ticket issuing configurations are available for travel agencies, B2C users and corporate clients.
Click Save and proceed to the the b2B settings tab.
B2B Settings of Payment Methods
In the B2B settings section, configure the payment method for B2B clients.
Enter the payment method description to display for customers.
Specify for which client types payment method is available.
Specify for which action the payment method is available - booking or saving reservation.
Click Save and proceed to the B2C Settings section.
B2C Settings of payment Methods
In the B2C settings section, configure the payment method in relation to the b2C
customers.
Enter the payment method description.
Select which template is to be used for a receipt for the payment method.
Specify the availability of a payment method for certain types of B2C users.
Select a user level from the drop-down (e.g. registered user) and click Add. The additional form appears.
Specify the type of verification (captcha or e-mail verification) required for this user level to book or save a reservation.
Enter the text to use for e-mail notifications for different reservation statuses.
Click Save. The payment method is created is displayed in the list of payment methods.
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