Automate your account [Accommodation]

What you can do here

Automating your PayDocker account by setting up rules, triggers, and scheduled actions to perform tasks automatically on your behalf. The goal is to save you time and effort by handling routine tasks without manual intervention.

For Property accounts, automation can only be set on the individual property level. 

This article outlines all the possible automation configurations available in your account. If you have any questions or additional guidance, please reach out to help@paydocker.com 

Here's what you can automate on PayDocker: 

1. Automate your billing
2. Automate your payouts
3. Automate your payment collections
4. Deliver data to your inbox (Data Export)
5. Configure booking data received (Data Import)
6. Automate smart contracts received
7. Automate currency conversion to make payments

How to access

1. Click on the search bar, then click on the hotel to enter the individual property dashboard. 

2. You can find these configurations under Settings then Automation

Automate your billing

a. Sales Automation Preference

This section is for configuring your automated billing process. The primary purpose is to help you streamline your sales process.

b. Reference Automation Preference

This section is for configuring how the system automatically matches the respective Token / Object exchange and validates the billing invoice to be sent to your Buyer.  You can select either to automate the process upon 100% match or upon a 50% match.

Automate your Payouts

You have three main options for managing your payouts:

1. Manual: Selecting this option means you will be responsible for manually initiating all payouts from your account.
2. Automatic every: This option allows you to set a recurring, automatic payout schedule as long as there are balances available. 
   
   Free payout threshold is a specific limit that determines whether a payout will be processed without an associated fee.
   • Process and pay the payout fee: If your balance is below the free payout threshold, the system will still process the payout, and you will be charged the associated payout fee.
   • Do not process: The system will not process the payout if the free threshold has not been met. 
     The funds will remain in your account until the next scheduled payout date or until you manually initiate a payout.
3. Smart Payout: This feature enables you to create customized rules for your payouts when the payments you have collected meet specific conditions
   • Manage Smart Payout Settings allows you to perform the following configurations:
     1. Specify the configuration for each currency that you are collecting in
     2. Define what happens if the free payout threshold is not met 

     3. Configure the Transfer Reference to include specific data elements (such as 'Booking ID' or 'Invoice Number') in the payout reference for easier reconciliation.

        
        

        💡 Read more about Smart Payouts here

Automate your Collections

The Collection tab allows you to configure settings for automating your token collection process. This is designed to streamline the management of received tokens.

 

Send Data directly to your inbox

The Data Export tab allows you to automate the process of exporting data from your account. There are two main categories of data you can automate the export for:

1. Ledger: This refers to your balance ledger or transactional records
2. Token: This refers to data related to your issued and collected tokens

Select Configure ledger automation to choose how you would like to receive the reports. 

 

Configure booking data received (Data Import)

The Data Import tab allows you to automate the process of importing booking data into your account:

 

Automate smart contracts received

The Partnership tab enables you to automate the management of your smart contract partnership. This includes automatically accepting incoming payment terms smart contracts.

Automate currency conversion to make payments

This function will only be available if you are on FULL access.

The Conversion tab enables you to automate the process of converting balances available within your account, thereby accelerating your purchase.

• Configure conversion automation from all balances: When you need to make a payment, the system will automatically convert funds from all your balances to cover it. If one balance isn't enough, it will automatically pull from another until the payment is complete.
• Configure conversion automation from all balances except: This option is similar to the one above, but it allows you to automate conversions from all your balances except for a specific balance.
• Configure conversion automation from selected balances: This option enables you to choose specific balances from a dropdown menu to include in the automated conversion process.