Prepayments (Create On Call Order)
Pathway: Accounts > Search: Account > Create On Call Order The Prepayment option is a feature that can be used during the creation of an on-call order to collect payment before a service is started. This allows for a seamless and convenien...
Service Record - Payments Tab
Pathway: Accounts > Search: Work Orders > Payments (tab) The Payments tab on the Service Record screen enables direct application of payments for services or inbound scale loads. As payments are added, the combined total will display on t...