Overview
If you are on a sales call and you sell an estimate, you may need to collect an initial deposit. This can be done by collecting a payment, recording in the memo and invoice summary that it is a deposit, and then moving it later on.
Who uses this feature
Technicians
Applies to all business types
Applies to all trades
How to collect a deposit
Once you've sold the estimate (and the customer has signed the estimate), you'll go to the invoice for the current job to collect the deposit amount.
Tap Pay and enter the amount of the deposit. Process the payment as you normally would.
In the payment notes, write the payment details and the deposit amount.
Make sure the deposit information is also on the invoice summary (this makes it easier for the Office).
You can now complete the job. When you close out the invoice, the customer will sign again.
The Office will move the payment to the correct invoice
The invoice for the estimate visit will temporarily show a negative balance.
Once the job is finished, the Office can move the payment to the appropriate invoice for the install (Search > Project > Move Payment). Click here for more information on moving payments.
Want to learn more?
See Mobile Handbook.