Collect payments online

Connect your Stripe account and every expected payment gets a link you can send. The traveller pays by card, the money lands in your account, and RoundPlan marks the payment as paid.

Connect your Stripe account and every expected payment gets its own link. Send it to the traveller, they pay by card, the money goes straight to your Stripe account, and RoundPlan marks the payment as paid.

RoundPlan does not collect the money on your behalf. Your business takes the payment under its own name, through its own Stripe account. RoundPlan never holds the funds and takes no cut. Stripe's usual processing fees apply, exactly as they would if you used Stripe directly.

Connecting your account

1. Open Settings, then Payments under Agency. Only owners can set this up.
2. Press Set up payments. Stripe takes you through its onboarding: your business details, the bank account you want paid into and any identity documents it asks for.
3. Back in RoundPlan, the section reads Pending while Stripe reviews the account, then Active once you can collect payments.

Stripe reviews travel businesses before enabling payments, so approval may not be instant, and in some cases Stripe holds a reserve at first. Once the account is active, you manage refunds, receipts and payouts from your Stripe dashboard.

Sending a payment link

1. Open the trip's Payments tab and find the payment you want to collect.
2. Press Confirm if it is still a draft. That makes the payment final, adds it to the client's trip page and creates its link.
3. Press Pay link and send it however you normally talk to that client.

The link always charges the amount still outstanding on that payment, and nothing more. If 500 has already arrived by bank transfer against a 2,000 deposit, the payment page asks for the remaining 1,500. When the card payment goes through, RoundPlan marks the payment as paid and records the date.

A draft has no link. Until you press Confirm, the payment is yours alone, so you can lay out the whole schedule before any of it reaches the client.

The page they open shows your logo and your business name, the trip, what the payment is for and the amount due. Your costs and your margins are never on it.

Splitting a payment across the group

Split a payment across the travellers in the roster and each person gets their own link. Each traveller sees their first name and their own amount, so a group of sixteen can pay separately without you working out who has paid what.

The shares stay grouped under one heading with the totals of everyone in it, instead of sixteen loose payments down the page. From the heading you change what the split is for or its due date, and the change reaches every share at once. Deleting the heading deletes the whole split.

If the payment you split was already on your client's page, its shares are there too. Otherwise the split stays a draft until you press Confirm on the heading, which confirms every share in one go.

When one traveller pays more than the rest

When you split a payment per person, RoundPlan works out each traveller's share from their own price. If Anna and Tom are named on a caddie, their shares include their caddies. The other golfers pay less by the same total, so the amount due from the group does not change.

On an add-on, you enter the Qty and use For whom to choose who pays for it. On a per-person general item, the names set the quantity. On a Group item, the names only decide who shares the charge.

Payments shows those extras under the person's share as “Pays for:”. A caddie can read “Pays for: Caddie (Real Club Valderrama)”, while a general item appears without a supplier in brackets.

A split needs one traveller in the roster for every golfer and non-golfer the trip is priced for. The traveller does not need a name. An unnamed place can use a label such as “Golfer 3”. If the roster does not match the numbers, Payments tells you what needs fixing before the split.

If you split with an unnamed traveller, RoundPlan asks you to confirm first. You can “Split anyway” or “Name them”.

Changing who an add-on or general item belongs to does not rewrite a payment you already split. The next payment you split per person, such as the balance, is worked out from the current prices, so each traveller's total catches up.

On the client page, the group sees the price everyone pays per golfer and per non-golfer. When some travellers pay more, “Some travellers pay for extras on top. See who pays what” opens the extras, first names and amounts.

Payments collected through Stripe

When Stripe collects a payment, the amount received and its date come from Stripe, so those two fields are read-only here and you manage them from your Stripe dashboard. You also get an email the moment a payment lands: the trip, who paid, and where every payment of that trip stands. A payment you mark as paid by hand sends no email. The total, the due date, the concept and the status stay yours to edit. If you refund the payment in Stripe, RoundPlan reopens it with the new outstanding amount, and the same link collects what remains.

You cannot delete a payment while someone has its page open paying it, or while it still holds money that came through Stripe. Refund it first, then delete it.

On your client's page

The trip page your client already has gains a Pay now button beside each confirmed payment still due. If the trip has a client currency set, the payment is shown in your client's currency and says what the link will actually charge, because the charge goes through in the payment's own currency.