Editing Prepaid Hours
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Latest revision | Your text | ||
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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>[[File:RecurringInvoiceDescription.png]] | <br>[[File:RecurringInvoiceDescription.png]] | ||
− | <br>Click the | + | <br> Click the Prepaid Hours tab |
− | <br>Click | + | <br>Click New |
<br>In the Recurring Prepaid Hours window: | <br>In the Recurring Prepaid Hours window: | ||
− | <br | + | <br>Select Service Item |
− | <br | + | <br>Enter Quantity of hours you are billing for |
− | <br | + | <br>If the prepaid hours don’t expire, check “Never Expires”. If Never Expires is not checked, the expiration on the prepaid labor hours is based on the frequency set on the recurring invoice |
− | <br | + | <br>Click OK to add the recurring prepaid hours |
<br>[[File:RecurringInvoice_PrepaidHoursWindow.png]] | <br>[[File:RecurringInvoice_PrepaidHoursWindow.png]] | ||
− | <br> Click the | + | <br> Click the Totals tab and you will see the Prepaid Hours you added to the recurring invoice are showing in the Services subtotal. |
<br>[[File:RecurringInvoice_TotalsTabForPrepaid.png]] | <br>[[File:RecurringInvoice_TotalsTabForPrepaid.png]] | ||
− | |||
<br> Here is an image of the invoice generated from the recurring invoice. The invoice has a service item with quantity selected on the Recurring Invoice’s Recurring Prepaid Hours window. You can look on the invoice Order Items tab to see the service item generating the charge on the invoice. | <br> Here is an image of the invoice generated from the recurring invoice. The invoice has a service item with quantity selected on the Recurring Invoice’s Recurring Prepaid Hours window. You can look on the invoice Order Items tab to see the service item generating the charge on the invoice. | ||