I have service orders that have "expired" and would like to remove them from the Pending Service Orders list. Is there a better method than just voiding them so that they still show up in the customer's history somehow? What's the recommended procedure to handle those with deposits?
--- RESPONSE ---
An "expired" Service Order should be Voided
- This will make inventory items which were on the Service Order go back into stock and available for sale to other customers
- When you void the Service Order it goes to Accounting > Voids > Pending and you can choose to recover it if the customer wants to proceed again with the service order
- Before voiding the Service Order, you could go to the Customer Record and add a NOTE stating the Service Order number and the reason for voiding it
If there is a deposit on the Service Order...
- You will be prompted to refund the deposited amount
- Option 1: Put the refund on the customer's Store Account
- Make sure you have a current address for the customer first
- This refund will be available to them the next time they come to make a purchase
- Option 2: You can go to Management tab > Refund Checks and write them a check for the refund amount
Also review the How To Refund A Store Credit knowledgebase article
Policy Statement
- You may want to edit the Policy Statement for Service Orders to include cancellation policies
- Maintenance tab > Definition List > Policy Statements
Also review the How to Cancel a Layaway and Apply a Cancelation Fee knowledgebase article
