You now have the option to manage bookings by bank transfer! A great advance that we have developed in record time after listening to your needs ;). It will not only facilitate your internal payment management but will also make it easier for the end customer to make bookings in a more comfortable way.
Advantages
Better management and time saving: All customers will be able to fill in the registration form indicating the data you are interested in (passport, allergies). Previously, if you activated the card payment and someone pays outside by bank transfer, you had to register your booking manually. Now this is no longer necessary! Everyone enters through the same place.
Customer convenience: You can enable as many payment methods as you want, from card + transfer or just transfer and the end user can decide how they want to pay.
Automatic summation: If you offer several price packages with optional services, the customer can add them at checkout and the system will add up the total amount to be transferred to the agency.
Steps
Activate the transfer payment method in the payment configuration section.
To do this, you must indicate which text you want to appear by default when the user selects the transfer payment option. It is a free text for each agency to put whatever they want, but we recommend following the following order: bank account details + instructions. Here we share a template with you:
IBAN: ES32 2718 4637 4364 (example)
SWIFT: BSABESBBEEE (example)
CONCEPT: Surname, First name, Trip (example)
Once you have completed the registration form, please pay the corresponding amount to the account number indicated. Then send the proof of payment to the following e-mail address: ejemplo@gmail.com. Until you do so, your reservation will not be confirmed.
This text can also be configured at trip level in the "Settings" section, for example, if you want them to indicate a different concept or to forward the proof of payment to the person in charge of the trip in question.
2. Someone pays by transfer and the booking is marked with the status of: PENDING
Once the package and extras are selected and the corresponding details are filled in, the option to pay by transfer will be ticked and the instructions will be shown. There the user must click on SEND to register the reservation and then proceed to transfer the amount. The instructions will also be sent to the user by post so that he/she can have them at hand.
At that moment the reservation will be registered but with the status of PENDING. In this way, the agency will know that it has received a reservation for that amount but that it has not yet been paid.
3. Once the client sends the proof of payment, the booking is marked as confirmed and its status changes to ACTIVE.
As soon as the agency receives the proof of payment, they can click on the "confirm booking" button and its status will change to ACTIVE. This implies that the place will be discounted (in case there is a quota of places associated with the package) and in turn will be synchronised in the excel sheet linked to the trip (in case there is one).
