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Payment settings

How to determine the settings relating to payments and payment providers

Anni avatar
Written by Anni
Updated this week

✨ Please note: You cannot take payments with the Free plan. Payments are available on the Lite plan or above.

This article covers:


How to find your payment settings

To open your payment settings:

  1. Select the Settings, then Payments from the left-hand menu on your account:

    Payments screen with an arrow pointing at 'Settings' and 'Payments'

  2. The payments page allows you to:


Online

πŸ’‘ If you plan on taking online payments for your bookings, you must sign up with either Stripe or PayPal. Worldpay is no longer available for new sign-ups.

To set up an online payment option:

  1. Select the Setup button next to your chosen service to initiate the process to link your provider with Bookwhen:

    Payment screen highlighting the area where users can setup their payment integration.

  2. Select either Connect with Stripe for Stripe:

    Stripe screen with arrow pointing at the 'Connect with Stripe' button

    • If you're already logged into Stripe, your accounts will automatically link, and you can select Done.

  3. Or select Connect with PayPal for PayPal:

    PayPal screen with arrow pointing at the 'Connect with PayPal' button
    • If you're already logged into PayPal, your accounts will automatically link, and you can select Done.


Offline

You can choose the method by which you will receive offline payments (e.g., cash, bank transfer, cheque, etc.).

To set up an offline option:

  1. Select Edit in the Offline payments section:

    Payments screen with arrow pointing at the 'Edit' button next to the offline payment section, indicating where to users they can click to edit their offline settings.

  2. Add your terms in the Instructions for offline payments field:

    Offline payments screen with an arrow pointing at the 'Instructions for offline payments' field

  3. Tick the Require payment details box if you need the customer to provide specific details to complete the booking (e.g., the reference for their bank transfer or the PO number for the invoice).

  4. Once complete, select Save payment details.


Currency

πŸ’‘ Important note: Please ensure the currency you choose is compatible with your chosen payment provider.

You can select the currency for your Bookwhen page. To do this:

  1. Select Edit next to Currency:

    Payment screen with arrow pointing at the 'Edit' button next to the currency section, highlighting to users where to click to edit their currency.

  2. Select the currency from the drop-down list, then Save changes:

    Currency screen with arrow pointing at the currency drop-down menu


    ​

  3. Select Save changes once complete.


Tax percentage

You can set a tax percentage, and it will be added to the cost of future bookings. To do this:

  1. Select Edit next to Currency:

    Payment screen with arrow pointing at the 'Edit' button next to the currency section, highlighting to users where to click to edit their currency.

  2. Add the amount in the Tax percentage field:

    Payment settings screen with arrow pointing at the 'Tax percentage' field

    • If your prices account for tax, you can leave this as zero.

  3. Select Save changes once complete.

The tax applies to all payments processed through your chosen payment provider. We calculate the tax and add it to the total collected by the provider rather than using the provider's tax calculation.

πŸ’‘ When reviewing the tax paid, keep in mind that Bookwhen provides a breakdown of the booking into ticket cost, added tax, and total cost. However, this breakdown won't appear directly when viewing a payment through your payment provider.


Refund policy

We recommend that you enter a Refund policy within payment settings. To do this:

  1. Select Edit next to Currency:

    Payment screen with arrow pointing at the 'Edit' button next to the currency section, highlighting to users where to click to edit their currency.

  2. Add your refund policy in the Refund policy field:

    Payment settings with the 'Refund policy' section highlighted

  3. Select Save changes once finished.

How customers access the refund policy

After you have set the refund policy, the hyperlink to open it will appear as "View our refund policy" at the footer of your page:

Public page with arrow pointing at the 'View our refund policy' hyperlink

Once selected, the refund policy will open under a new tab ("Refund Policy") on your public page:

Public page with the refund policy highlighted

πŸ’‘ Please note: Some payment providers require a refund policy. Learn the requirements for taking payments online.


πŸ’¬ Any questions or feedback? There are two ways to get in touch:

Thank you! πŸ•Ί

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