Set up auto apply rules for paymentsLast updated on 03/22/2022
Available payment credit from an estimate can be auto-applied to invoices on jobs booked from the estimate. This helps you quickly apply available payment credit when it’s needed.
Set up auto-apply rules
Before you can begin auto-applying available credit, set up auto-apply rules in your Settings:
Go to the navigation bar and click Settings .
In the side panel, click Invoicing > Payment Collections.
Toggle Set-up auto-apply rules on.
Select how you want the rule applied. Tip: Select all of the options to ensure that you’re using the auto-apply rule most efficiently for your transactions.
Select which customers, business units (BUs), and tags you want the rules to apply to:
Business Units—Refers to the BU of the collected payment, which can be different from the BU of the job or estimate when collecting payment from the office. Make sure you select the correct business unit when collecting a deposit on an estimate. If a technician collects a deposit on a sold estimate, the deposit automatically carries the BU of the estimate.
Tags—Auto-apply rules are applied to jobs with the selected tags.
Note: Payment is only auto-applied when all criteria are met. For example, if you set the rules to apply to only Business Unit A and Residential customers, then the deposit collected is applied if its BU is Business Unit A and the customer type is Residential. For deposits collected with Business Unit A but the customer type Commercial, the deposit isn’t auto-applied.
When you’re done, click Save.
After you book a job from a sold estimate and the available credit is successfully auto-applied to the invoice, you receive a notification. Click Go to Invoice to see payment details.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.