Payment Link - once payment have been received (approved) auto apply to customer's account | Voters

Payment Link - once payment have been received (approved) auto apply to customer's account

planned

Valerie Lonzi

Once a payment link has been paid (approved), automatically apply the deposit to the customer's account. This will assist in timely recognition of payment received and ability to reconcile payments received to the money deposited into the bank

October 12, 2024

Suzy Weightman

marked this post as

planned

Hi all, 
The work is now under way to add this functionality to Cloud POS. 
We expect this to be available later in the year (November). 
Thanks, 
Suzy

Neil McQuillan - CEO Citrus-Lime

Valerie Lonzi When I specified out payment links, I was thinking about them being added as deposits on orders, but I couldn't see how to make that work.

Your idea is a much better idea, we are with you on Thursday when we meet I'll know how technically feasible this is (adding the payment to the customers account). I'll need to speak to Suzy first.

Giant York Staff

Neil McQuillan - CEO Citrus-Lime has there been any progress on this? We have just started using payment links for deposits, and it is an issue particularly when using the adhoc payment function. Once the 'payment received' notification pops up, the cashier has to manually create a deposit on the workorder for the payment link value and then tender off. The best outcome would be for the payment to be automatically applied to the account once paid, or at the very least for the workorder to have a record of the value of the payment link requested. If there is an alternative method that reduces the manual processing, please let me know.