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

Hi all, 
Just a quick update for you - work on this change is progressing well and is currently going through QA/testing & we're on track for this to be in the November release of Cloud POS. 
We're going to make this a configuration option, so you can make the switch over to auto-assignment at a time that works for you. You'll be able to see the Payment Link status as "Paid and Assigned" in the Payment Links page in Back Office. 
Thanks, 
Suzy

Giant York Staff

Hi Suzy Weightman with the "paid and assigned" option, will the payment link be assigned to the open workorder against which the deposit has been raised, or the general customer account? Is the process for refunds going to be integrated into POS too, so that the payment link is refunded from POS when the refund is tendered off. Having to go elsewhere in the system (CitrusPay Payment Link), to then manually input the refund value opens up risk of manual error.

Suzy Weightman

Giant York Staff: Hi there, 
The payment will be asssigned as credit to the customer's account once paid, as the payment links are not associated directly with an order (only the customer). 
For refunds, the refund will need to be processed against the payment link (in the payment link history tab) and this will then be reflected on the customer's account (debited). 
This allows us to keep the flexibility with payment links so they can be created for adhoc payments/non-orders.
Thanks, 
Suzy

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.