Record Payment for a service dispatch.

FCS provides the ability to capture and document payment within the service dispatch record.   

 

Step 1: Record Payment resides in the"Client Invoice" tab.  Once a service dispatch status has been "Confirmed or Invoiced" the"Client Invoice" tab appears.

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Step 2:  The "Client Invoice" tab is denoted by the red triangle.

Notes: The red triangle is pointing to the right indicating the "Client Invoice" is closed.

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Step 3:  To open the"Client Invoice" click on the red triangle.  

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Step 4: Record Payments can be found once the "Client Invoice" is open. 

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Step 5:  Click on the red triangle to open the Record Payments option.

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Step 6:  Enter the date payment will be recorded.

Note: You can record partial payments if necessary.  We suggest to add a note in the "Details" field.

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Step 7:  Choose a payment type.

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Step 8:  Once all fields are filled out click "Add".

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Step 9:  You can always go back and make any necessary changes.  Simply click on the edit or delete button.

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Great Job, you have successfully Recorded Payments for a service dispatch.

 

 

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