include any deposit associated with the ticket applied to estimate total
This should be handled by our deposits feature now.
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Ryan (CTO, Pinellas Computers) commented
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Jesse Farris commented
I think I understand what he they are saying and if its the same as our situation, I 100% agree. Here is my example:
We take a $45 deposit when a computer is dropped off with us for a repair. Once the repair is complete, that deposit go's toward the final repair cost. Currently, we have to click on "Add/View Charges on Ticket" to add additional products and services to the ticket. In this area you see the deposit the customer had paid when they dropped the computer off (This function is very basic without many features such as add a custom item and the totals do not update if you change the price of an item, but that's another thread). It would be nice if you could create an "Estimate" and have that deposit show as a line item in the estimate like it does when you click the "Add/View Charges on Ticket" button. That way when you convert an estimate to an Invoice it brings over the deposit as well. Right now, since the deposit is not added to the estimate, when it is converted to an invoice, the deposit is left out. At this point there is no way to link the deposit invoice to the tickets invoice so we have to discount one of our services to compensate.
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Ryan (CTO, Pinellas Computers) commented
Hey Robert,
I agree with this. We're starting to take deposits before doing repairs, but we're crediting that deposit towards any repair service.
Therefore, when we deliver an estimate, it doesn't have a note that they already have paid the deposit towards that estimate quote. So if the estimate is for $100 in service, it would be nice for the estimate to show the $30 deposit and reference the remaining estimate charges as $70.
Do you follow?