Prepaid Services and Hours
For details on setting up and using Prepaid Hours, click Prepaid Hours.
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.