Payment methods

Overview of payment methods and how they work.

Overview

There is now the ability to select multiple payment methods for a customers account. Selecting the relevant payment method also determines the ability of how you will receive payment from the customer.

The payment method can be changed at anytime within the customers account billing section. Note that only one payment method can be stored at anytime.

There are 6 payment methods, read below for how each will work.

Payment method selection.

Credit/Debit Card

Any Credit or Debit Card can be stored within Hamlet and used for instant or recurring charging.

Note: This is the only method currently within Hamlet that will allow you to use the charge now button, to charge instantly for items.

Direct Debit

Customers bank details can be stored within Hamlet to allow for recurring charges to be autodebited monthly from the bank details supplied.

Accounts Team are able to make manual charges also to these details, but take around 3 days to clear. Please @hamlet_accounts in slack for these cases.

EFTPOS

Selecting EFTPOS will allow you to use the log payment button, which will record any payments as paid via EFTPOS and generate an invoice for the items added to the customers billing area.

Bank Transfer

Selecting Bank Transfer will allow you to use the log payment button, which will record payments as to be paid via Bank Transfer and generate an invoice for the items added to the customers billing area.

This invoice will include the Bank Details that the customer must transfer the payment to. Once payment has been transferred, accounts will match it to the customer in XERO and mark the invoice as paid.

Cash

Selecting Cash will allow you to use the log payment button, which will record any payments as paid via Cash and generate an invoice for the items added to the customers billing area.

Cheque

Selecting Cheque will allow you to use the log payment button, which will record any payments as paid via Cheque and generate an invoice for the items added to the customers billing area.