Editing Prepaid Labor and Services

Jump to navigation Jump to search

Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.

The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.

Latest revision Your text
Line 1: Line 1:
 +
In a Customer record, you can enter prepaid services under the Customer History tab. When entering prepaid services, you’ll enter the quantity and rate. (image below)
 +
<br>[[File:EnteringPrepaidServices.png]]
  
 +
<br>You can review prepaid services available on the Prepaid Services tab once they are entered by either viewing the quantity on the line or in the lower left corner (circled in the image below)
 +
<br>[[File:PrepaidServiceBalance.png]]
 +
 +
<br> When you create a work order for that customer and add service items to the order, you will see the amount of prepaid services available (circled in image below). Enter the quantity you want to deduct from their balance in the Prepaid Items field
 +
<br>[[File:ServiceItem_PrepaidItemsField.png]]
 +
 +
<br>In the Customer record under prepaid services, you can view the balance again in the lower left corner or select '''Used''' and view all the orders the prepaid services were used on an the prepaid count used on each order.
 +
 +
<br>[[File:PrepaidServicesUsed.png]]

Please note that all contributions to High5Wiki may be edited, altered, or removed by other contributors. If you do not want your writing to be edited mercilessly, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource (see High5Wiki:Copyrights for details). Do not submit copyrighted work without permission!

Cancel Editing help (opens in new window)