Payment methods

Overview of payment methods and how they work.

Overview

There is now the ability to select multiple payment methods for a customer's account. Selecting the relevant payment method also determines the ability how you will receive payment from the customer. The payment method can be changed anytime within the customer account billing section. 

(Note that only one payment method can be stored at any time.)

There are six payment methods; read below for how each will work.

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 auto-debited monthly from the bank details supplied. 

Note: The accounts Team can make manual charges also to these details, but it takes around three 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 customer's billing area.

Bank Transfer

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

Note: This invoice will include the bank details the customer must transfer the payment. 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 to record any payments as paid via Cash and generate an invoice for the items added to the customer's billing area.

Cheque

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