Horse Monkey Premium and Professional packages provide multiple routes to manage bookings and payments.
This article gives you an overview of how the Authorise options work and how these can help you take bookings and obtain payment quickly and easily.
Defer Payment options:
At checkout, selecting Defer Payment gives you 2 options for Premium package and 3 options for Professional package, which one you use will depend on whether you have the client in front of you or not.
Request Authorisation - when the client is NOT in front of you.
Authorise Payments - when the client IS face to face in front of you.
Outstanding (Professional only) - checkout and sort the payment at a later point.
For details on Request Authorisation options click the button below:
For details on Outstanding options click the button below:
Option 2.
Authorise Payments - when the client is in front of you F2F
What is this and when is it used?
Used when the client is in front of you F2F
Select Authorise option > input card details provided by the client
The process authorises the card - it does not take payment at this point
When the authorisation is completed the booking will have a status of Pending Booking Authorised card
What is this useful for?
As the card is authorised the booking is still open (a bit like opening a tab at a bar!)
Amendments can therefore be made easily to the booking
The running total will be adjusted and only the outstanding amount will be taken
When are payments taken?
Pending payments can be actioned and changed to PAID at any point
There are several ways to do this:
If Auto Charge is activated the payments will be taken at the end of the event
All successful payments will change to a status of PAID Stripe
Failed payments will remain as Pending so you can follow up
From the booking line 3 dots menu, you can select:
Charge Now (Premium accounts)
Use the authorised card to complete the transaction
Balance Event Now (Professional accounts)
Choose to use the authorised card to complete the transaction or
Input new card details
Both of the above options can also be accessed from the Event Summary:
Pay Now (Premium accounts)
Balance Event Now (Professional accounts)
For more information on balancing pending and outstanding bookings and accounts refer to this article:
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