If you're new to Caterpay, or have just changed your MID(s), it’s important to check that everything has been set up correctly. This just involves creating a test booking in Caterbook and then processing a couple of low value Caterpay payments (it's important that you use a Mastercard for this).
Test 1 (MOTO transaction):
- From the Calendar screen, click on any available date/room to make a quick new booking (ensuring you add your own email address on the 2.Guest tab).
- On step 3.Finance, enter a Deposit amount of £1.01, and in the Payment type field select 'Caterpay - Sale' > click Book.
- Then, on the Caterpay form, add your Mastercard details and click PAY NOW.
After a successful payment you'll land back on the Calendar screen.
Now, click on the booking you just made (to open up the booking record) and you’ll see the 'Caterpay - Sale' transaction on the Finance tab.
Test 2 (ECOM transaction):
- In the Payments section, click the Add new button (shown above).
- On the pop-up, select the Purpose as 'Deposit', the Type as 'Caterpay - Payment link', and enter the Amount as £1.01 > click Save.
The payment link has now been emailed to the guest (you) and the transaction line displays in orange.
- Next, click on the link in the email you've been sent and complete the payment. Once paid, the transaction line in the booking record will change to grey.
Transactions settle through the banking system overnight, so you won’t see any Refund icons appear until the following day.
IMPORTANT NOTE:
To ensure that everything has been set-up correctly, end-to-end, we’d strongly advise that you wait to see both payments land successfully in your business bank account before processing refunds (typically 3-5 working days, depending on the acquirer). This also gives you the opportunity to check your own settlement times and settlement bank details.