Overview
You have the option to automatically put holds on credit cards and charge them in Launch27 using these scheduled tasks:
Put On Hold With Stripe/ Launch27 Pay
Charge Cards With Stripe/ Launch27 Pay
How it Works
Once enabled, these tasks allow you to specify the time of day to run each task relative to a booking’s service date:
Same Day as booking
X days Before a booking
X days After a booking
For example, you can:
Put Cards on Hold at 7:00AM one day before the booking date
Charge cards same day of the booking
If any credit card declines, the system will email:
an alert to the customer for them update their billing info (the email templates for these alerts must be enabled in your account by going to Settings > Emails > Email Notifications)
Requirements for Putting Cards on Hold
A booking must meet these requirements in order for the credit card to be put on hold:
1. Booking’s payment method is credit card
2. There is an Amount to charge (booking’s Total Price >0; or the Cancellation Fee >0)
3. Booking does not already have charges or holds on the credit card
Requirements for Charging Cards
A booking must meet these requirements in order for the credit card to be charged:
1. Booking’s payment method is credit card
2. There is an Amount to charge (booking’s Total Price > 0; or the Cancellation Fee >0)
3. Booking has not already been charged for the full amount
4. If the booking’s Amount has already been put on hold, the Amount that was put on hold must equal the Amount being charged
How to Enable these Tasks
Note: Both of these tasks are DISABLED by default and you will have to enable them first if you want to use them.
1. Go to Settings > Miscellaneous > Automated Tasks
2. Find the task you want to enable
3. Click on the settings icon, and choose Edit
4. Set the time of day you want the task to Run At, and when you want the task run On relative to the booking’s service date
5. Click Save
6. Click on the settings icon, and choose Enable Task.
View Transaction Status
Use the filters on the Charges Page(credit card icon) to keep track of transactions and their status
Use the date filter to view bookings per service date or date range
For full transaction details, you can login to your Stripe dashboard or to Merchant track if you are using Automaid Pay.
Important:
Please note both Stripe and AM Pay have auto release rules in place to release holds back to the customer after several days of no charge.
Stripe auto releases between 5-7 days depending on the country you are operating in.
Automaid Pay releases holds on the 5th day a booking is on hold with no charge
Make sure when a hold is placed, it is charged within a few days to ensure the system does not auto release per the processor rules above.
Placing a hold does ping your customer's bank account. If a hold is released or refunded, and you charge them again, that charge will create a second transaction ID which will again ping your customer's bank account a second time.
You should not release a hold to charge. If the hold amount is the same as the charge amount you should directly charge the booking so that all happens within one transaction ID and the customer's bank account is only pinged one time.