How to configure payment providers and payment methods

Introduction

Now that you've already configured your Company Settings, let's go ahead and configure your Payment Providers and Payment Options.

How to configure Payment Providers?

A payment provider in iPro pertains to the different payment processors or platforms such as Sagepay, Stripe, Paypal, etc. iPro doesn't store payment information from guests, instead, these details are stored securely on the side of the Payment Provider.

1/ To update or create Payment Providers in iPro, you will need to navigate to the CMS > Online Booking Settings > Payment Providers:

2/ To create a new payment provider, right-click on the Payment Providers node and select 'Create':

3/ Put a Name and under 'Choose Document Type', select from the list of supported Payment Providers then click 'Create':

4/ Each Payment Provider will have 4 tabs on the right-hand side:

• Payment Types
  
  This is where you select the supported card types of your payment provider. Remember that these card types should also be enabled on your payment provider's end:
  
  
  
  
• Rules - This is not applicable for this node.
  
  
  
• Settings
  
  The fields you'll find under this tab will differ depending on the Payment Provider you selected. Fill out the required fields as needed or contact support@ipro-software.com to get help with setting up the payment integration.
  
  Go Live - set this option to 'ON' when ready to take live payments through this provider and set to 'OFF' when taking test payments:
  
  
  
  
• Properties
  
  This tab has a Name field to change the name of the payment provider. This tab also contains other node details such as when it was created, last edited, the document type, etc:
  
  

How to configure Payment Options?

A Payment Option in iPro pertains to the different method of payment available online to your guests or to your staff in the back office such as Bank Transfer, Debit/Credit Card, Paypal, etc.

1/ To update or create Payment Options in iPro, you will need to navigate to the CMS > Online Booking Settings > Payment Options:

2/ To create a new payment option, right-click on the Payment Options node and select 'Create':

3/ Input a name for your payment option such as Bank Transfer or Debit/Credit Card, etc. Leave the 'Choose Document Type' field as default and click 'Create':

4/ Each Payment Option will  have 4 tabs on the right-hand side:

• Rules
  
  
  
  Payment Charge Type - this allows you to set the payment charge as either a Percentage or a Fixed Amount.
  
  Payment Charge - this is where you enter the amount or % that will be charged on top of the guest payment, if applicable. Most of you will not use this so you can leave it blank or set it to '0'.
  
  Provider - this dropdown allows you to assign a payment provider to this option this is usually used for debit/credit card or Paypal payments. Please select the relevant provider.
  
  Direct Online Payment - this switch allows the user to pay directly on the website inputting their card details into your site rather than being redirected to the provider's gateway to make payment. We recommend having this switched ON for debit/credit card or Paypal payments.
  
  Available Online - this Switch determines whether this payment option will be available to the guest via the website for online bookings (ON) or only available for your staff through the back office (OFF). We'd recommend setting this to ON for debit/credit card in order for guests to make Direct Booking payments online.
  
  
  
• Rentals United
  
  
  
  Mapping - this is used to map the payment type with the relevant option on Rentals united.
  
  
  
• Global
  
  
  
  Payment Online - this allows you to set when this payment option is available, Both means this option is able to pay both the deposit and the balance, Full means the payment option is only available for balance payments and Deposit sets the payment option to only show when paying a deposit amount.
  
  Payment Icons - this allows you to upload relevant logos associated with your payment option.
  
  CVV Tooltip Image - ??????
  
  Payment Information - this box is to input information which will be displayed to the guest when booking online. This should contain information about the payment option and how it works. We recommend you utilise this field especially for Bank Transfers where you will enter the instructions of how and what account to make a transfer to.
  
  
  
• Properties
  
  This tab has a Name field to change the name of the payment option. This tab also contains other node details such as when it was created, last edited, the document type, etc:
  
  

By implementing what you have learned from this guide you will be able to answer the following questions:

• How do I add/edit Payment Providers?
• How do I add/edit Payment Options/Methods?
• How do I map payments options/methodto Rentals United?