Down payment for Serivice Call!

[Former Member]

Hi all!

I have a problem a bout services call. This is senarior of my customer.

Before create Service Call, they have Down payment for service (not for Item) and then they create Service Call in next step.

When they delivery some item( For Item) for Service Call and finish this service Call. Finaly, they want to create A/R invoice for this Service Call.

Now, i don't know apply down payment that done before for this A/R invoice for Service Call.

Can you help me what way to solve this problem???

Thank you!

[Former Member · Accepted solution]

Hi Tien,

You can use the std Downpayment Invoice feature for your scenario.

1. Create Service type A/R Downpayment invoice

2. Receive downpayment from Customer

2. After completion of service, Create an A/R invoice and apply the Downpayment Invoice before adding the invoice.

System allows even if the A/R invoice is item and the A/R Downpayment invoice is of service type.

Hope this helps.

Regards,

Hamsa

[Former Member · Accepted solution]

Thanks! It's very helpful