What's new in HBook version 2.1?
Version 2.1 of HBook introduces various features related to the payments.
Payment links
You can now share payment links to your customers. A payment link is a unique link to your payment page, with preset values. You can now generate and send payment links for:
Deposit or Full payment
Remaining balance
Security bond
Custom amounts
Asking a customer to add a payment method (for later charge/refund)
These links are currently available only with Stripe, with more payment gateways to follow soon. We will be progressively updating our payment gateway add-ons for HBook.
Resources - payment links
Payment page
When a customer clicks a payment link, they’re taken to a dedicated payment page on your website. You can customize this payment page and display a reservation summary, including reservation details and payments history. As it is a page on your website, you can as well display any information you wish to share on that page.
You can optionally redirect users to a custom “Thank You” page after payment.
You can as well have specific email templates sent upon payment made via payment link or upon payment method added via payment link.
As for any text displayed by HBook, you can modify the texts displayed on the payment page and for the “Thank you” messages in HBook > Text.
Resources - payment pages
Add payments and check payment history
Version 2.1 also makes it easier to manage payments:
View a full history of payments per reservation
Make Stripe charges and refunds directly from the payments details
Record manual payments directly within HBook
Display payment history in documents and email templates
Show payment summary within invoice tables
Resources - payment history
Knowledgebase
Where are the new location for previous information/actions?
Some information is now available at a different place, and some actions have to be done differently, from version 2.1.
All actions related to payments are now shown when clicking on “Edit payments”.
View payment origin
It is possible now to have various online payments for a reservation, and to log as well any payment received offline. Therefore, we do not indicate any more the payment gateway used for the initial payment in “Information” column.
You will click on “Edit payments” to view the payment history.
Mark as paid
This action has been replaced by “Add payment”. Simply click on the link corresponding to the payment, select the payment method and click on “Add”. The payment will be logged, and the reservation will be marked as paid.
Stripe Charge or Refund
These actions are now done as well from the “Edit payments” pop-up. It is important to mention, that a Stripe payment method has to be stored in order to charge or refund a customer.
Stripe charge
You can select a link, for example “Remaining balance”, which will autofill the form, or enter a custom amount to charge.
Stripe refunds
You can proceed to a full refund or to a partial refund from one of the Stripe charges by clicking on one of the arrows. When choosing a full refund, all Stripe charges will be refunded.
