Go to Guest Invoicing > Auto Invoices > Add button
Fill in the Details:
1 - Title of your Auto Invoice
2 - Select your currency (ideally to be the same as in your payment provider)
3 - Select the Channel the Auto Invoice with Auto Charge will apply to (Note some channels do the guest payment collection in your behalf)
Fill in the Items (the lines the guest will see):
4 - only needed if you wish to have multiple lines
5 - the title of the invoice line
6 - set it as 100% > this will ensure the full amount of reservation total price will be invoiced
Add an AutoCharge by clicking Add Item:
Fill in the Auto charge details:
8 - the title of the charge - it is internal, the guest will not see it on the invoice
9 - set it as 100% to charge the full amount at once
10 - schedule the trigger point, it can be X hours/or days after/At/Before Reservation Creation/Check-in/Checkout
How to set up Split Charges?
- Set up the Details (Title, Currency, Channel)
- Set up the invoice line Item as 100% to charge the total reservation price
Under Auto Charges click on Add Item.
- Add a Title
- Fill in the Full Amount with 50 and set it to Percentage
- Schedule the charge to happen by X hours/days after/At/Before Reservation Creation. Click on add item
Create another AutoCharge by clicking on Add Item. Follow the same steps as above but
choose Check-in as your trigger.
You can pause an auto charge before it triggers. Pausing it will instruct the system not to charge. When unpaused however it will be charged immediately.