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.
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.
Step 3: To open the"Client Invoice" click on the red triangle.
Step 4: Record Payments can be found once the "Client Invoice" is open.
Step 5: Click on the red triangle to open the Record Payments option.
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.
Step 7: Choose a payment type.
Step 8: Once all fields are filled out click "Add".
Step 9: You can always go back and make any necessary changes. Simply click on the edit or delete button.
Great Job, you have successfully Recorded Payments for a service dispatch.