Processing Service Order Deposits
Some service orders require a deposit before work can be performed. To process a deposit:
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On the Service Orders form, you can view the net price of a service order on the Billing tab.
On the Deposits tab, specify the required deposit amount.
When the customer pays the deposit, it is captured on the A/R Payments form.
- On the A/R Payment Distributions form, distribute the payment to the service order as a deposit.
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Post the payment on the A/R Payment Posting form.
After the payment is posted, it becomes visible on the Service Orders form. On the Billing tab, the outstanding balance is displayed.
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After the work is completed, run the Order Invoicing form. The deposit is recognized as a prepaid amount and subtracted from the invoice total.
On the Service Orders form, the Deposits tab shows the applied deposit.