Print
Some of our service orders (layaways, orders) are still open for various reasons. We want to get them out of the in process screens but do not want to adversely affect the cash drawer or sales history.
Why are they still here?
--- customer refused to pay for repairs
--- customer only paid for part of the work and has abandoned equipment
--- instead of converting order to invoice a new invoice was created and paid.
ANSWER
Essentially, the customer is forfeiting the equipment and/or any deposits and you will assign all assets to a specially created customer. You create a customer account in the customer list by the name of FORFEIT. Use your own store phone number and address.
1) go to the Service In process list.
2) highlight the service order and check to see if there is a deposit.
---- if there is no deposit, choose the Void button and the service order will be deleted.
-------- print out a copy of the voided service order for your records.
---- if there is a deposit...
-------- edit the service order
-------- add a note (ctrl-n) and state who the customer is, phone number, deposit amount, etc. and state that this is being forfeited.
-------- choose the Esc Menu and choose Change Customer. Select a "Forfeit" customer account which you have created in advance.
-------- save the service order
-------- choose to void the service order, you will be prompted to refund the deposit. Select Store Account.
-------- print out a copy of the voided service order for your records.
3) at a future time, you can erase or cancel out the store credit for the Forfeit customer account.
Related Articles
