When selling in the menu Financials > Selling, you can use different payment methods.
In the menu Settings > Master Data, you set up which payment methods are available for onsite sales.
These payment methods are internal settings only and have no influence on the methods of payments that your customers find when purchasing online.
In this article we explain the different payment methods for onsite sales:
OPEN means that the client will pay at a later date.
In this case, you do not know yet which payment method will be used. For this reason the payment remains open.
If the customer pays the open amount online (via the payment link), the invoice will be automatically set to PAID.
If the customer pays the open amount at the studio, you can set the invoice to PAID in the invoice overview.
If your customer will transfer the amount to your online banking account, then you settle the invoice with the payment method BANK TRANSFER.
IMPORTANT: Bank transfers are not collected by Eversports. You are responsible for checking your bank account regularly to see if the customer has transferred the amount.
Credit Card (on site)
If you have a credit card device on site where customers can pay, you select the payment method CREDIT CARD (ON SITE) for these payments.
At the end of the day you can compare all credit card receipts with your cash-ledger. The amount should match.
If you have a EC/Debit card device onsite, then you choose this payment method. At the end of the day you can compare all EC/Debit card receipts with your cash-ledger. The amount should match.
Voucher (on site)
If the customer redeems a voucher in your studio, you choose the payment method VOUCHER (ON SITE). In case not the entire amount is paid with a voucher, but only partially, you can enter a partial payment.
You will only see this payment method if the module direct debit SEPA XML is activated. If a SEPA XML mandate is assigned to the customer in the customer's profile, you can pay the bills of this client with the payment method SEPA. During the next SEPA run, all invoices will be debited from the client's account and automatically set to PAID by the system.