Adding items and charging

How to add items to the correct tab and how they will be charged.

Charge types

The charge types define how Hamlet will charge for an item.

One-time - items that are not recurring each month.

Adding these items will add it only to the current billing tab you are on and charge the customer once for this item.

Monthly - items that are recurring each month.

Adding these items will add it to the current billing tab you are on and charge the customer on a recurring basis each month automatically until manually deleted or change.

Billing tabs - where to add each type of charge

There are two areas to add charges to.

Charge now tab

items and bookings should be added here in instances where you want to charge for them immediately or on the day: Examples are:

1. Room bookings for casuals

2. Day passes

3. First-time payments for new Local member accounts.

Charging for items in the charge now tab:

1. Once you have added the items or bookings click the 'charge now button'

2. This will process the payment immediately to the stored payment details

3. On success, an invoice will be generated in XERO and appear in the 'invoices' tab

4. This invoice will also automatically be sent to the main contact of the account.

Monthly invoice tab

items should be added here where you want to charge for the item on the next billing date for the company: Examples are:

1. Any services or bookings for local members in a location

2. Adding a new hot desks for businesses employing new team members

How automatic charging works in the monthly invoice tab:

1. Items or bookings should be added throughout each month during the billing cycle (01st of the month to the 30th/31st)

2. All items added to the monthly tab will be charged on the next billing date automatically on 01st of each month.

3. On success, the invoice will be marked as paid in XERO and appear as paid in the 'invoices' tab.

4. This invoice will also automatically be sent to the main contact of the account.