Creating a Payment with the Technician View

Introduction

This article describes how a technician can record a customer payment.

Basic requirements

Before a technician can record a payment, several steps need to happen first. These steps are: assign a job, create an estimate, and convert a quote into a sale. Those tasks are described in different articles. For more information, see:

• Assigning A Job To A Technician
• Creating an Estimate with the Technician View
• Converting A Quote Into A Sale With The Technician View

1 Locating the job card

1. On the technician’s app, scroll up and click the arrow beside the user image. A drop-down menu displays.
2. Select Jobs. The Jobs page displays. It shows current dispatched jobs from the earliest start to the latest start.
3. Locate the job with a payment to record.
4. Click the job. The Jobs page displays.
5. Scroll down to the bottom of the Job card to view sales, payment, and balance owing information.

2 Opening the payments page

1. Scroll down to the bottom of the Job page and locate the blue menu bar.
2. Click Payment. The Payments page displays.

3. With the Payments page open, click the +New Payment button. The New Payment page displays.

3 Selecting an invoice

1. With the New Payment page open, click the box next to Invoice. A drop-down menu displays.
2. Select the invoice to match the payment.

4 Selecting a date

1. The current date displays in the date box.
2. To change the payment date, click the date box. A calendar displays.
3. Click the date you want to record for the payment. The calendar closes and the new date displays in the date box.

5 Entering a payment total

1. Click the box next to Amount.
2. Enter the payment total. Do not type a dollar sign in the box.

6 Selecting a payment method

1. Click the box next to Payment Method. A drop-down menu displays.
2. Select a payment method from the list. The menu closes.

3. Click Save. The Payments page displays. The Payments page shows the payment and adjusted outstanding balance.