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Payment settings

How to determine the settings relating to payments and payment providers

Anni avatar
Written by Anni
Updated over 2 months ago

✨ 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 locate your Payment settings, select the Settings drop-down from the left-hand menu, then Payments:

From here, you can determine the conditions surrounding your customers' payments, such as the online payment provider of your choice (Stripe or PayPal), offline payment conditions, and refund policy.


Online

To receive online payments through us, you must ensure that you have integrated with a payment provider, either Stripe or PayPal.

πŸ’‘ Please ensure you have signed up for an account with your chosen service before integrating.


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.

⚠️ Please note: Worldpay is no longer available for new sign-ups. If you're a new customer, please use PayPal or Stripe instead.


Offline

You can decide by what means you will receive an offline payment (e.g., cash, bank transfer, cheque, etc.). To set this up, 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.

And add your terms in the Instructions for offline payments field:


Currency

You can select the currency in which your Bookwhen page will operate (please ensure that this is compatible with your chosen payment provider).

To do this, select Edit:

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

Then select the currency from the drop-down list before selecting Save changes:


​


Tax percentage

You can determine a Tax percentage in your payment settings, adding a percentage cost to your future bookings.

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

The tax will be applied to all payments processed through the payment provider. It doesn't use the provider's tax calculation; instead, we calculate it and add it to the total collected by the provider.

πŸ’‘ When checking the tax paid, remember that Bookwhen breaks down a booking into ticket cost, added tax, and total cost. However, this breakdown won't show directly when viewing a payment directly through your payment provider.


Refund policy

We recommend that you enter a Refund policy within payment settings by selecting Edit

under Payments:

Add your refund policy in the Refund policy field:

Then select Save changes. "Refund policy" shows as a link at the footer of your page:

Once selected, customers can view the refund policy on your page:

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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