Portal Payments

There are a number of customizations relating to bookings you can make to the customer portal. To access these customizations go to Settings > Customer Portal.

Then click on Portal Payments on the left.

There are a number of sections on this page:

Invoices

• Portal Auto Invoice - By default the portal will show a quotation as one of the steps. When this setting is on it skips quotation confirmation and immediately invoices.
• Portal Invoice Method - How many items to invoice for. This can be used to prevent customers having to pay for very large invoices up front, if they book far in advance. There are 3 options available
  • All - Invoice for all bookings in the booking request. e.g. if the customer is booking 10 Tuesdays of daycare, it will invoice for all of them
  • Weeks - Only invoice for a certain number of weeks. e.g. if the customer is booking 10 Tuesdays of daycare, and you choose 2 weeks, it will invoice for the first 2 of them. A separate field appears to enter the amount.
    
  • Bookings - Only invoice for a certain number of bookings. e.g. if the customer is booking 10 Tuesdays of daycare, and you choose 2 bookings, it will invoice for the first 2 of them. A separate field appears to enter the amount.
• Portal Confirm Price - Shows the customer the price on the screen and allows them to continue or go back and make changes. This is different to a quotation or invoice.
  
• Portal Allocate Credit - if a customer has monetary credit on file (e.g. from a previously cancelled booking), having this setting on will allow them to use that credit to offset any charges prior to making a payment.

Payments

• Portal Payment Level - There are several options for portal payment level after a booking request is made:
  
  
  • Disable Quotes/Payments - do not show any quotations or invoice or any method of payment
  • Generate Quote - Show a quotation but do not offer any further steps.
  • Generate Quote (Accept Invoice) - Show a quottation and offer the customer to accept the quotation. Upon acceptance the quotation is turned into an invoice.
  • Online Payments - Allow customers to pay online utilising Stripe. Requires Stripe integration to be connected and enabled for this option to show.
  • Online Payments (Required) - Force customers to pay online utilising Stripe. Requires Stripe integration to be connected for this option to show.
  • Online Payments (Manual Invoicing) - Don't show a quote or invoice or any payment options (you could show the price still using Portal Confirm Price above). In the admin the booking will have invoice line items for the booking that haven't been invoiced yet. If the invoice is created in the admin and sent to the customer it will have a Pay Online Now link inside the PDF invoice allowing them to pay using Stripe. Requires Stripe integration to be connected for this option to show.
  • Configure payments per area type - This allows you to set a specific payment level for each area.
     
    e.g. you may wish to take online payments for training only and not for boarding.
    Click this button to view all the areas.
    Then click on edit for the area you wish to change the portal payment level for.
    
    By default the areas all have "Use Global Setting" selected which means it will just follow the setting from the Portal Payments page. You can override for this specific area by selecting a different option and pressing Save.
    
• Portal Auto Cancel Payment After  - Setting in minutes of how before a booking is automatically cancelled or deleted if payment is not received. Bookings will be cancelled if an invoice has already been created, otherwise they will be deleted. A countdown timer will also show in the customer portal when this setting is enabled.
  This option becomes available if you select one of the Online Payments options for portal payment. 
• Portal  Payments Total - Show the total amount paid by the customer in the customer portal. This is on by default however some businesses wish to hide this figure.