Work Order pre payment

SBWSSBWS Member Posts: 2

Hi,

Is there any way a customer can pre pay for a work order and keep the status as open?

Most of our customers pay for services when they drop off equipment.

Thanks

Best Answer

  • ShootersshedShootersshed Member Posts: 114 
    Accepted Answer

    Create the Workorder.

    When you are ready click CHECKOUT at the top.

    It will open something similar to a sale.

    Select PAYMENT.

    Then on the left select ADD DEPOSIT

    Put the amount in the cash/credit card part like a sale.

    Then hit Finish.


    It puts the money into an account under the customers name which shows up as a payment option once you have completed the Workorder.

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