Storing Customer Credit Cards

In the HirePOS system, customer credit cards can be securely stored for future use in re-charging ongoing hire charges or for security purposes. This document provides a guide on how to store, manage, and destroy customer credit card information within HirePOS.

To store a customer's credit card information without receiving payment, follow these steps:

1. From the menu strip at the top, navigate to Sales/Hire > Customer Overview.

2. Look up an existing customer or add a new customer. Ensure the customer has a full address and email recorded.

3. Click the Credit Card button located to the right of the customer details.

4. In the Credit Card popup, enter the card details including Cardholder Name, Card Type, Card Number, Expiry Date, and CVC.

5. Click the Save button to securely store the card details.

Once the card is saved, you can charge it at a later date via the Invoice Payment screen.

If you wish to store a customer's card when receiving a payment, follow these steps:

1. Receive a card payment as per the Invoice Payment help guide.

2. In the Card Payment screen, check the Save card for future payment checkbox located below the card details section.

It is important to destroy a customer's card once the hire is completed, unless it is an ongoing customer who has permitted you to store their card for future transactions. To destroy a card, follow these steps:

1. From the menu strip at the top, go to Sales/Hire > Customer Overview.

2. Look up the existing customer.

3. Click the Credit Card button.

4. Click the red Destroy button to remove the card token from the system and prevent any further charges to the card.

By following these guidelines, you can effectively manage customer credit card information in HirePOS, ensuring security and compliance with PCI standards.