Editing Prepaid Hours
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<br>3) Click '''New''' | <br>3) Click '''New''' | ||
<br>4) In the Prepaid Hours window: | <br>4) In the Prepaid Hours window: | ||
− | <br>>> Select the '''service item''' used on the Labor Items on orders | + | <br>>> Select the '''service item''' used on the Labor Items on orders |
<br>>> Enter the '''Quantity''' of prepaid hours | <br>>> Enter the '''Quantity''' of prepaid hours | ||
<br>>> Check the '''rate'''. The rate will populate with the service item rate. If the customer gets a different rate, enter it in the Rate field | <br>>> Check the '''rate'''. The rate will populate with the service item rate. If the customer gets a different rate, enter it in the Rate field | ||
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<br>[[File:EnterPrepaidHour.png]] | <br>[[File:EnterPrepaidHour.png]] | ||
− | <br> '''NOTE''' - If you are adding prepaid hours to a Parent customer, the prepaid hours will be applied on labor for orders for the “child” customer sites | + | <br> '''NOTE''' - If you are adding prepaid hours to a Parent customer, the prepaid hours will be applied on labor for orders for the “child” customer sites. |
== Deducting Prepaid Labor on Orders as used == | == Deducting Prepaid Labor on Orders as used == | ||
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<br>3) Select the '''Service Item''' you used in the prepaid hour (1 in image below) | <br>3) Select the '''Service Item''' you used in the prepaid hour (1 in image below) | ||
<br>4) Enter the '''Billable Qty''' for the labor (2 in image below) | <br>4) Enter the '''Billable Qty''' for the labor (2 in image below) | ||
− | <br>5) Notice the Prepaid Hours used automatically fills in (3 in image below) | + | <br>5) Notice the Prepaid Hours used automatically fills in (3 in image below) |
<br>6) Click '''OK''' on Labor Editor | <br>6) Click '''OK''' on Labor Editor | ||
<br>[[File:DeductprepaidHourOnLabor.png]] | <br>[[File:DeductprepaidHourOnLabor.png]] | ||
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<br>The Prepaid Used amount will show on the order's Totals tab, but it won't reduce the total until the order is invoiced. The Prepaid Used will reduce the Balance Due on the invoice for the order. (image below) | <br>The Prepaid Used amount will show on the order's Totals tab, but it won't reduce the total until the order is invoiced. The Prepaid Used will reduce the Balance Due on the invoice for the order. (image below) | ||
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== History of used labor on Prepaid Hours == | == History of used labor on Prepaid Hours == | ||
In the customer record go to the '''Prepaid Hours''' tab. Here you can see the history of prepaid hours used. | In the customer record go to the '''Prepaid Hours''' tab. Here you can see the history of prepaid hours used. | ||
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<br>Below is a screenshot to show you the purchased prepaid hours. You can see the hours remaining. | <br>Below is a screenshot to show you the purchased prepaid hours. You can see the hours remaining. | ||
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<br>If the Prepaid Hours were entered on a parent customer and the hours were applied to orders for a child customer, you will see them on the transaction list like this: | <br>If the Prepaid Hours were entered on a parent customer and the hours were applied to orders for a child customer, you will see them on the transaction list like this: | ||
<br>[[File:PrepaidHoursUsedForChildSite.png]] | <br>[[File:PrepaidHoursUsedForChildSite.png]] | ||
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