Is it possible to collect a deposit while the tech is onsite, but not have the item be added to the invoice and affect sales, commission, compensation, etc. for the technician?
In SuccessWare21 you can enter a payment that is more than the total amount of the invoice and the difference will be treated as a deposit on the account. However, in SWRemote, the technician out in the field cannot collect more than the total amount of the invoice.
It is possible to collect a deposit for future work while the technician is onsite and not have the item be added to the invoice and affect sales, commission, compensation, etc for the tech.
First, you'll need to create a task item in your SuccessWare21 price book to act as the placeholder for a customer deposit, typically naming the task "Customer Deposit." Once this is done, your techs can add this item to invoices, in the field, and change the price reflect the amount of deposit the customer wishes to make. This solution allows for the total due on the invoice to equal the amount you want to collect from the customer that day. The deposit will be reflected on any printed invoice generated by the tech, as well.
Once the technician finishes the call in SWRemote, the office can simply remove the Customer Deposit item from the invoice or zero it out if the invoice should have piece rate commission or wages assigned to it.
Once the item is removed or zeroed out, the total amount collected will be more than the total invoice amount and you'll be able to create a customer deposit with the excess payment.
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