Hamlet Support Docs
  • Welcome to Hamlet Knowledge Base
  • Getting started
    • Location set up
    • Inventory set up
      • Inventory terminology and organisation
      • Offices
      • Products & Services
    • Customer portal set up
    • Email template set up
  • Customer management
    • Terminology
    • Adding a new customer
    • Onboarding new customers
    • Adding team members
    • Changing the status of a customers account
    • Day pass Check-ins
    • Updating/Changing a customers billing name
  • Leads
    • Leads management
  • Billing
    • Payment methods
    • Sending invoices to review prior to billing date
    • Paying for items in advance
    • Paying overdue invoices
    • Adding items and charging
    • Adding descriptions for items
    • Service Categories
    • Adding another contact to receive invoices
  • Bookings
    • Tentative bookings for external customers
    • Extending or changing bookings
  • Inventory management
    • Adding Private & Extra desks to offices
  • Features
    • Notes
    • How integration with Integrapay/XERO works
  • FAQ
    • Adding Staff members to Hamlet
  • Go live procedures
    • Preparing a location for Hamlet Go Live
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  1. Billing

Paying for items in advance

How to take a charge for items that customers want to pre pay for future months.

This will be the process for pre-payments until we have prepaid feature. This case applies when a customer wants to pay for more than 1 month in advance for any item.

  1. Add the item to the Charge now tab

  2. Adjust the qty or price to account for the respective amount of time (eg X months )

  3. In the Details area for this item, add the date this payment covers until so it appears on the invoice

  4. Charge for this total amount using the 'Charge now' button

  5. If the item is already present in the monthly invoicing tab, remove the item from the monthly invoicing tab so the customer will not be billed monthly again for this item.

  6. Add a note to this account to re-add virtual office item on the respective date in x months

  7. Add a reminder to your calendar to re apply this on this date

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Last updated 5 years ago

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