The Payments page of the Completion Wizard

Previous Topic: The Charges page of the Completion Wizard

To access the Payments page of the Completion Wizard, click Next from the Charges page of the Completion Wizard. The Payments page appears.

If payments automatically appear, this means that either:

The customer's Pay at Job Site check box is selected on the customer's Detail Tab. The Pay at Job Site check box automatically enters a payment for the full amount of the job, assuming that the customer has paid in full immediately after the job was performed. If you do not want to apply this payment to the job, you must delete it from this page.
The customer has a balance from a previous unapplied payment (these will appear on his/her Billing History Tab). Select the payment's check box to apply a payment to this job's invoice.

To apply a payment to this job's invoice, select the payment's check box. The balance in the Job Summary section will be updated to reflect the payment.

Caution!

Caution:
If this job is using Advanced Billing A billing method where you can manually define how to split the billing of particular invoices (how much will be billed to what person at what time?). See the Defining Billing Properties section of the Implementation Manual for more details., any payments you enter via the Completion Wizard will not be applied to any invoices you create in the Billing Center. To this end, no Pay at Job Site payment will be automatically generated for jobs with an advanced billing configuration.

To apply a payment entered here to an invoice, finish the Completion Wizard, create the invoice, and then double-clicking the payment from the customer's Billing History tab. In the Payment tab of the Transaction dialog box, select the invoice(s) to which you want to apply the payment from the Applied To list box. For more, see the Applying a Payment/Adjustment to an Invoice section.

Payments entered for jobs using Automatic Billing The default billing method. An invoice is created immediately after a job is completed or printed and automatically billed to the default customer or bill payer. Only one Invoice is created per Job. will appear in the Deposit list after the job has been completed.

Caution!

Caution:
Any payments you enter here can only be applied to the current job's invoice. If you want to enter a payment and apply it to multiple invoices, you can enter it on the Billing History tab of the customer record or the Unpaid Invoices Tab of the Billing Center. See the Creating a Payment Transaction section for details.

If the job is completed with no payment information, the job's invoice appears as outstanding in two places:

The Billing History tab of the customer record
The Unpaid Invoices Tab of the Billing Center

Other actions you can perform on the Payments page are:

When you have verified that all of the payments are correct, click Next. The Payroll page appears.

Next Topic: The Payroll page of the Completion Wizard