How can a technician collect a deposit of 50% of the estimate's total balance through their swiper without adding it to the invoice?

Problem

Technicians need to collect a 50% deposit for an estimate without adding the deposit to the invoice.

Solution

You can collect a deposit directly through your swiper without affecting the invoice total.

Follow these steps

1. Prepare for Payment Collection        

   1. Ensure you have the estimate's total balance calculated.

   2. Determine 50% of the estimate's total balance. This is the amount you will collect as a deposit.

2. Edit the Payment Amount        

   1. Go to the payment screen on your swiper device.

   2. Enter the 50% amount you calculated as the payment amount. This is the deposit you are collecting.

3. Process the Payment        

   1. Follow the prompts on your swiper to process the payment.

   2. Make sure the payment goes through successfully.

4. Confirm the Deposit Collection        

   1. Check that the deposit amount shows as collected on your device.

   2. Ensure this amount does not add to the invoice total.

Note: Make sure to add a note in the job audit trail that you have already collected 50% of the deposit.