You can add payments directly to service orders. You can add a payment that is part of the ordered amount or for the full service order amount. To add a payment to a service order:
- Click on the Events link from the Main Menu. The Events screen opens.
- Select the event with the service order for the payment.
- Right-click and select Edit -> Edit. The Edit Event screen opens.
- Select the Service Orders tab.
- Select the order for the payment.
- Right-click and select Add -> Add Payment. The Add Payment screen opens.
- Enter the following information:
- Date - Date of the payment. Defaults to the current date.
- Transaction - Transaction type for the payment (i.e. cash, check, credit card). The transaction type determines which of the below fields display and which are required. All fields with a red asterisk are required and you must complete them to add the payment.
- Amount – Amount of the payment. Defaults to the order amount or if the order is invoiced, the actual amount. Must use a positive number.
- Credit Card/Check - Credit card number or check number. Enterprsie supports most standard credit card scanners. Click the Scan link next to the Credit Card/Check field and scan the card to electronically input the card number.
- Security Code - 3 or 4 digit credit card security code.
- Check/Expiration Date - Date of the check or credit card expiration date.
- Note - Additional information for internal use.
- Control - Stores the credit card verification control number from the credit card processor. No entry required.
- User Reference - Additional necessary information for internal use.
- Internal - If checked, the payment does not display on invoices or external reports. This is used if a payment is entered in error and offsetting payments are entered to correct the error.
- Print Receipt - If checked, after the payment is saved, a receipt report displays for printing or emailing.
- Payor (only if 3rd Party) Tab - If an account other than the bill-to account is paying, enter the payor information.
- Transaction Distribution Tab - If necessary, enter specific general ledger distribution for the journal entries. This overrides the general ledger distribution for the selected transaction type.
- Click OK.
Comments
2 comments
I'm looking to add an email template for sending deposit payment receipts made on service orders. I'm certain that I cannot be the ONLY PAC who needs this functionality. Currently adding an email template to Service Order is a custom $$$$ option.
Has anyone else found a way to do this without having to go through multiple steps inside or outside of USI to email the payment receipt directly to the client?
0 upvotes
Hi Linda,
If you want to send confirmation of payment , the easiest way to do this would probably be to send Service order confirmation report from Service order . It is possible to send email receipt from the payment but we do not have an event wildcard on there.
Thanks
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