Difference between revisions of "Prepaid Services and Hours"
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(Created page with "<span style="color:#ED872D"> '''Prepaid Hours''' </span> If a customer prepaid for hours, you will need to enter the amount they prepaid in the customer record. When adding lab...") |
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<span style="color:#ED872D"> '''Prepaid Hours''' </span> | <span style="color:#ED872D"> '''Prepaid Hours''' </span> | ||
| − | + | <br>For details on setting up and using Prepaid Hours, click '''[[Prepaid Hours]]'''. | |
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<span style="color:#ED872D"> '''Prepaid Services''' </span> | <span style="color:#ED872D"> '''Prepaid Services''' </span> | ||
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<br>1. Go to the customer record. | <br>1. Go to the customer record. | ||
| − | + | <br>2. Select the '''Customer History''' tab. | |
| − | <br>2. Select the '''Customer | ||
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<br>3. Select '''Prepaid Services''' tab. | <br>3. Select '''Prepaid Services''' tab. | ||
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<br>4. Click '''New'''. | <br>4. Click '''New'''. | ||
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<br>5. Enter the customers prepaid amounts in the Prepaid Services window. | <br>5. Enter the customers prepaid amounts in the Prepaid Services window. | ||
[[File:PrepaidServicesWindow.jpg]] | [[File:PrepaidServicesWindow.jpg]] | ||
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<br>'''Date and Taken By''' will be auto-populated. Change as necessary. | <br>'''Date and Taken By''' will be auto-populated. Change as necessary. | ||
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<br>'''Quantity''' – hours of service | <br>'''Quantity''' – hours of service | ||
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<br>'''Rate'''- hourly rate | <br>'''Rate'''- hourly rate | ||
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<br>'''Total''' – this field calculates the total amount paid. | <br>'''Total''' – this field calculates the total amount paid. | ||
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<br>6. Click '''OK'''. | <br>6. Click '''OK'''. | ||
| − | Next time you add a service to an order for this company, there will be an additional field (circled below) showing Prepaid Items in the '''Service Item Editor'''. | + | Next time you add a service item to an order for this company, there will be an additional field (circled below) showing Prepaid Items in the '''Service Item Editor'''. Enter the quantity you want to deduct from their prepaid available there. |
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[[File:PrepaidServiceItems.jpg]] | [[File:PrepaidServiceItems.jpg]] | ||
Latest revision as of 23:45, 17 July 2013
Prepaid Hours
For details on setting up and using Prepaid Hours, click Prepaid Hours.
Prepaid Services
1. Go to the customer record.
2. Select the Customer History tab.
3. Select Prepaid Services tab.
4. Click New.
5. Enter the customers prepaid amounts in the Prepaid Services window.
Date and Taken By will be auto-populated. Change as necessary.
Quantity – hours of service
Rate- hourly rate
Total – this field calculates the total amount paid.
6. Click OK.
Next time you add a service item to an order for this company, there will be an additional field (circled below) showing Prepaid Items in the Service Item Editor. Enter the quantity you want to deduct from their prepaid available there.
