Differences

This shows you the differences between two versions of the page.

--- holray:payments [2022/04/07 12:03] – rachel
+++ holray:payments [2022/09/30 11:36] (current) – [Opayo (formerly Sagepay)] holray
@@ Line 2: / Line 2: @@
-A booking will only be confirmed when a payment has been received against it. To take a payment you will need the customers card details (this will be a MOTO payment as it falls under the category of Mail Order Telephone Order and the customer, although on the telephone, is not present for the transaction) and click the Add button, and choose Payment.
+A booking will only be confirmed when a payment has been received against it. To take a payment you will need the customer's card details (this will be a MOTO payment as it falls under the category of Mail Order Telephone Order and the customer, although on the telephone, is not present for the transaction) and click the Add button, and choose Payment.
 ==== The Add button ====
 {{ :holray:add_a_payment_image1.png?direct |}}
+Once you have clicked the Add payment button, you will see a pop up window, which will ask you about the payment. The date will be today, by default. //Paid by// is where the monies are coming from, //Paid to// is where the monies are coming to, payment method will be chosen from the drop down, the amount will be how much you want to take from the card and notes is for when you need to remind yourself of something. If you want to send an email receipt, check the Receipt required button.
+==== Completing a Payment ====
+{{ :holray:add_a_payment_image2.png?direct |}}
+{{ :holray:add_a_payment_image3.png?direct |}}
+{{ :holray:add_a_payment_image4.png?direct |}}
+When you click the debit card/ credit card button, the window will expand to allow you to add the cardholder's details. You will see on our image that Simon is the card holder and wants to pay £450 towards his holiday. If you hover over the Receipt Required box, a message will prompt you to have a receipt, or not.
+{{ :holray:add_a_payment_image5.png?direct |}}
+When all of the details are added, click to authorise - you will be taken to the Opayo gateway, to add the card details. Because Holray does not hold any card details, you is PCI Compliant.
+===== Opayo (formerly Sagepay) =====
+{{ :holray:add_a_payment_image6.png?direct |}}
+{{ :holray:add_a_payment_image7.png?direct |}}
+{{ :holray:add_a_payment_image8.png?direct |}}
+Click the Authorise button to authorise the payment. You will see a pop up to tell you that the payment has been successful. Sometimes it might not be, and if you are sure all of the details are correct, you may need to ask for another card.
+{{ :holray:add_a_payment_image9.png?direct |}}
+=== The booking showing the payment received ===
+{{ :holray:add_a_payment_image10.png?direct |}}
+==== Move money ====
+You may want to move the money to another booking, for example, a group of friends are booking several boats, and one person is paying for all of them, and wants you to split the monies between the bookings, rather than having several payments. Go to the Add button and choose Move Money from the drop down. Put in the booking reference for the receiving booking, add the amount you wish to apply to that booking and click Confirm Move. You can repeat the process as many times as you wish.
+{{ :holray:add_a_payment_move_money_image1.png?direct |}}
+==== Refunds ====
+Sometimes you may want to refund some monies. Click on the Add - Payment button and rather than having a Customer to Owner transaction, you are going to add an Owner to Customer payment, and when you choose refund from the dropdown, the system will ask you if you want to use the payment transaction. Usually you do, and will therefore not need the card details as Opayo will already know the required information.
+{{ :holray:add_a_payment_refund_image1.png?direct |}}
+The booking showing the payment and refund applied.
+{{ :holray:add_a_payment_refund_image2.png?direct |}}
+In the Activity tab, you will be able to see everything you have done, at any time.
+{{ :holray:add_a_payment_refund_image3.png?direct |}}