Processing payments

Processing payments

To process a payment:

1. Navigate to the desired client’s profile page.
2. On the client page, click on View payments to settle outstanding vouchers, view your transaction history or manage refunds.
3. In the Outstanding vouchers section, you will be able to settle vouchers. You can select all vouchers you’d like to settle by checking the boxes next to the voucher number.
4. Click on the Settle Vouchers button at the bottom right of the screen. A pop up window will appear and you will select the following:
   • Payment Type: Select the client’s payment method (credit card, debit card, etc.).
   • Reference (optional): Used for internal communication about the payment.
   • Amount: The system will display the total amount due, including any service charges or taxes and any account balances
   • If a service charge is applicable, it will automatically be added to the total amount.
5. Once you select a payment type the proceed button will appear.
   • If the payment type “Credit Card (Stripe) is selected The system will show a proceed button after which you will need to enter the credit card information.
   • When you click settle the system will securely process the transaction via Stripe, and a confirmation will be displayed once the payment is successful.
   • If the payment type is any other, you will process payment in the appropriate system and click settle.
6. The voucher will be issued. You will be directed back to the outstanding vouchers page. 

Managing service charges

Desk’s service charge features, enables you to maintain or increase your net revenue. This feature lets you add a customizable percentage to bookings, ensuring a seamless way to offset costs (example payment processing fees) and maximizing your earnings. 

To set your company’s charge rate navigate to Settings > Company Settings > Service charge rate. 

When a service charge rate is set, you can decide on a voucher level if you want to include the service charge rate or not. By selecting the service charge checkbox, you will be able to include the additional charges in your voucher. 

 

Handling refunds

If a refund is required, you can process it through the FareHarbor Desk platform.

To process a refund:

1. Navigate to the Transaction History section for the client in question and select the transaction you want to refund.
2. Click on the three dots under the Actions column.
3. Click issue a refund.
4. Confirm the refund.

Viewing a client’s transaction history

1. To view a client’s transaction, navigate to the desired Client’s profile page
2. On the client  page, you will see an option for View Payments
3. Click on View payments
4. Click Transaction History tab

Here, you’ll see a detailed breakdown of all payments, including the amounts, payment methods and refunds.

Frequently asked questions

Can I use a payment processor other than Stripe?

No, FareHarbor Desk is currently integrated exclusively with Stripe for payment processing. Stripe offers PCI-certified security and seamless integration with the platform. Other pay types can be created but not integrated.

How do I pass the processing fee to the client?

You can pass the Stripe processing fee to the client by adding it as a service charge during the payment process. This can be configured in the Service Charge Rate settings.

Can I issue a partial refund?

To learn more about partial refunds, click here.