Adding Payment Credit to the Work Order

Note: Before starting, make sure to activate the Work Orders app in your account.

Steps of Adding a Payment Credit to the Work Order

1. From the main menu, click on “Work Orders“.
2. Select from the menu “Work Orders“.
3. Click on the desired work order file.
4. Click on the “Add” button.
5. Select from the menu “Add Payment Credit“.
6. Fill in the balance data as required. For more details about the nature of the quote fields, refer to the guide Adding Payment Balance.
7. Click on the “Save” button.

The program adds a record for the payment credit within the work order file, and the payment amount is recorded as a [cash flow] which appears in the “Financial Transactions” table of the work order.