Prepaid Services and Hours - Revision history

Amy at 23:45, 17 July 2013

2013-07-17T23:45:49Z

Amy at 23:45, 17 July 2013

2013-07-17T23:45:30Z

Amy at 19:52, 19 March 2013

2013-03-19T19:52:39Z

Amy at 19:52, 19 March 2013

2013-03-19T19:52:21Z

Amy at 19:52, 19 March 2013

2013-03-19T19:52:05Z

Amy at 19:51, 19 March 2013

2013-03-19T19:51:47Z

Amy at 19:47, 19 March 2013

2013-03-19T19:47:06Z

Amy at 19:43, 19 March 2013

2013-03-19T19:43:57Z

Moha: Created page with " '''Prepaid Hours''' If a customer prepaid for hours, you will need to enter the amount they prepaid in the customer record. When adding lab..."

2011-06-11T01:35:32Z

Created page with " '''Prepaid Hours''' If a customer prepaid for hours, you will need to enter the amount they prepaid in the customer record. When adding lab..."

New page

'''Prepaid Hours''' 

If a customer prepaid for hours, you will need to enter the amount they prepaid in the customer record. When adding labor to any service or install order, if there is a balance left on the prepaid hours you will be able to reference it.

 1. Go to the customer record.

 2. Select the '''Customer Activities''' tab.

 3. Select '''Prepaid Hours''' tab.

[[File:PrepaidHoursTAb.jpg]]

 4. Click '''New'''.

 5. Enter the customers prepaid amounts in the Prepaid Hours window.

 '''Date and Taken By''' will be auto-populated. Change as necessary.

 '''Quantity''' – hours of labor pre-paid for

 '''Rate'''- hourly rate

 '''Total''' – this field calculates the total amount paid.

 6. Click '''OK'''.

If a customer has prepaid hours available, when adding labor to a work order, the prepaid balance will display (circled in the image below). Fill out the Labor Editor as you normally would, but make sure you update the hours used in the circled field. This will reduce the prepaid hours balance.

[[File:PrepaidHours.jpg]]

 '''Prepaid Services''' 

 1. Go to the customer record.

 2. Select the '''Customer Activities''' tab.

 3. Select '''Prepaid Services''' tab.

 4. Click '''New'''.

 5. Enter the customers prepaid amounts in the Prepaid Services window.

[[File:PrepaidServicesWindow.jpg]]

 '''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 to an order for this company, there will be an additional field (circled below) showing Prepaid Items in the '''Service Item Editor'''.

[[File:PrepaidServiceItems.jpg]]

← Older revision		Revision as of 23:45, 17 July 2013
Line 1:		Line 1:
	<span style="color:#ED872D"> '''Prepaid Hours''' </span>		<span style="color:#ED872D"> '''Prepaid Hours''' </span>
−	<br>For details on setting up and using Prepaid Hours, ~~see the~~ [[Prepaid Hours]] ~~page~~.	+	<br>For details on setting up and using Prepaid Hours, click '''[[Prepaid Hours]]'''.

← Older revision		Revision as of 23:45, 17 July 2013
Line 1:		Line 1:
	<span style="color:#ED872D"> '''Prepaid Hours''' </span>		<span style="color:#ED872D"> '''Prepaid Hours''' </span>
−	<br>~~If a customer prepaid for hours, you will need to enter the amount they prepaid in the customer record. When adding labor to any service or install order, if there is a balance left~~ on ~~the prepaid hours you will be able to reference it.~~	+	<br>For details on setting up and using Prepaid Hours, see the [[Prepaid Hours]] page.
−
−	~~<br>1. Go to the customer record.~~
−	~~<br>2. Select the '''Customer History''' tab.~~
−	~~<br>3. Select '''~~Prepaid Hours~~''' tab.~~
−
−	[[~~File:PrepaidHoursTAb.jpg]]~~
−
−
−	~~<br>4. Click '''New'''.~~
−	~~<br>5. Enter the customers prepaid amounts in the~~ Prepaid Hours ~~window.~~
−	~~<br>'''Date and Taken By''' will be auto-populated. Change as necessary.~~
−	~~<br>'''Quantity''' – hours of labor pre-paid for~~
−	~~<br>'''Rate'''- hourly rate~~
−	~~<br>'''Total''' – this field calculates the total amount paid.~~
−	~~<br>6. Click '''OK'''.~~
−
−	If a customer has prepaid hours available, when adding labor to a work order, the prepaid balance will display (circled in the image below). Fill out the Labor Editor as you normally would, but make sure you update the hours used in the circled field. This will reduce the prepaid hours balance.
−
−
−	~~[[File:PrepaidHours.jpg~~]]

@@ Line 39: / Line 39: @@
 <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'''.  Enter the quantity you want to deduct from their prepaid available there.
+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.
 [[File:PrepaidServiceItems.jpg]]

@@ Line 1: / Line 1: @@
 <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 labor to any service or install order, if there is a balance left on the prepaid hours you will be able to reference it.
+<br>If a customer prepaid for hours, you will need to enter the amount they prepaid in the customer record. When adding labor to any service or install order, if there is a balance left on the prepaid hours you will be able to reference it.
 <br>1. Go to the customer record.

@@ Line 1: / Line 1: @@
 <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 labor to any service or install order, if there is a balance left on the prepaid hours you will be able to reference it.
@@ Line 26: / Line 24: @@
 <span style="color:#ED872D"> '''Prepaid Services''' </span>
 <br>1. Go to the customer record.
 <br>2. Select the '''Customer History''' tab.

@@ Line 5: / Line 5: @@
 <br>1. Go to the customer record.
-<br>2. Select the '''Customer Activities''' tab.
+<br>2. Select the '''Customer History''' tab.
 <br>3. Select '''Prepaid Hours''' tab.
@@ Line 29: / Line 29: @@
 <br>1. Go to the customer record.
-<br>2. Select the '''Customer Activities''' tab.
+<br>2. Select the '''Customer History''' tab.
 <br>3. Select '''Prepaid Services''' tab.
 <br>4. Click '''New'''.

@@ Line 5: / Line 5: @@
 <br>1. Go to the customer record.
 <br>2. Select the '''Customer Activities''' tab.
 <br>3. Select '''Prepaid Hours''' tab.
 [[File:PrepaidHoursTAb.jpg]]
@@ Line 15: / Line 12: @@
 <br>4. Click '''New'''.
 <br>5. Enter the customers prepaid amounts in the Prepaid Hours window.
 <br>'''Date and Taken By''' will be auto-populated. Change as necessary.
 <br>'''Quantity''' – hours of labor pre-paid for
 <br>'''Rate'''- hourly rate
 <br>'''Total''' – this field calculates the total amount paid.
 <br>6. Click '''OK'''.
@@ Line 38: / Line 29: @@
 <br>1. Go to the customer record.
 <br>2. Select the '''Customer Activities''' tab.
 <br>3. Select '''Prepaid Services''' tab.
 <br>4. Click '''New'''.
 <br>5. Enter the customers prepaid amounts in the Prepaid Services window.
 [[File:PrepaidServicesWindow.jpg]]
 <br>'''Date and Taken By''' will be auto-populated. Change as necessary.
 <br>'''Quantity''' – hours of service
 <br>'''Rate'''- hourly rate
 <br>'''Total''' – this field calculates the total amount paid.
 <br>6. Click '''OK'''.