How do I post a payment for any service ticket?

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• How do I to post a payment to a Bill?

  To post a payment, go to the menu and open the bills module. Once opened, choose the bill that you would want to post the payment too. Once opened, scroll down to the bottom right of the bill and the click on the Actions drop down and here you will ...

• How do I post a Payment to an Invoice?

  To Post Payment to an Invoice, please go to the Menu and select Invoices. Select the Invoice you wish to do a Post Payment to from the list view. Once here, scroll down to the bottom right to the Actions Drop down and select Post Payment.

• Basics of Service Tickets

  Purpose: To Create a Service Ticket. Background: Service Tickets are a fast and efficient way of scheduling work to be done by your technicians. Once your customer contacts you to request service, you can easily create a ticket, assign a technician, ...

• How do I generate an Invoice from a Service Ticket?

  To create an Invoice from a Service Ticket, go to the Menu and choose Service Tickets. Here open the Service Ticket you wish to create an Invoice from. Scroll down to the bottom right to the Actions drop down and select Create/ Modify Invoice to get ...

• How do I update the Service Ticket status?

  To update the Service Ticket status, please go to the Menu and choose Service Tickets. Choose the Service Ticket you wish to change the status for. On the top, you will see Unscheduled, Scheduled En Route, Checked In and Completed and all these are ...