Customers' Financial in Hosted Solutions: Credit Card, Wallet, and Purchase History

Under the customer's financial tab, you can view if they have a credit card on file, remove or update it, see what's in their wallet, and view their purchase history. In this tutorial, we'll show you how. Document # 101-0352 Updated 04/14/2025

HS Support
13 steps
48 seconds

Hostedsolutions-Demo

Log in to Hosted Solutions <https://hosted.hamiltonservices.com/> Navigate to the Customer's Tab <https://hosted.hamiltonservices.com/customers>

Find the customer you're looking for and open their customer profile page (tap on their name)

Once in the customer's profile page: click 'Financial'.

The first item under the Financial page is 'Credit Card'. To update the card on file: tap 'Update Card'.

Enter the new card information and hit 'Submit'. The new card will be on file for the customer.

To remove the card on file (so there is nothing on file), simply tap 'Remove Card'. Please note: If the customer is in a wash club and you remove their credit card: - They immediately will NOT be able to redeem the club. Wash club customers need a credit card on file. - When the system goes to re-bill their club, they will go into 'Credit Hold'.

Below 'Credit Card', you'll find 'Wallet'. This shows codes in the customer's digital wallet. Single washes (including those earned through loyalty awards or Birthday Clubs), bundles.

Items can be easily voided from a customer's wallet by hovering over the item's row and tapping 'Void'.

You'll be prompted to confirm you do want to void this item.

Click 'Close', and the item will have been voided.

Under 'Options', you can: - Toggle Columns (turning them on or off) - Save Layout (with your column configuration) - Restore Default (restore the column toggles, spacing etc. to the default view) - Reset Spacing (reverts the columns to the default dimensions) - Export (as .CSV) - Fullscreen (displays the report large on the screen)

Below 'Wallet', you'll find 'Purchases'. 'Purchases' shows the transaction history for that customer. Everything they've bought (ever) will show here.