PAYMENTS

[csaallplumb]

Good morning

When our technicians are applying payments on job as they finish it is not allowing us to batch after they enter it, I still need them to enter daily as usual. Is there a setting we are missing? 

Here is an example,. If customer pays the tech a check, and the tech enters the check its showing fully paid. This is causing us to not be able to batch the payment from the job itself as we could before the update. In the first screenshot the highlighted are should show save and batch. If the tech does not enter the check and shows the full balance we have the option when putting the check in as shown in screenshot 2. Screen shot 3 shows where we have to batch the ones from the accounting tab instead of from the job itself. Is there a way to show us the save and batch on all payments in the job itself, instead of the work around?

[alyssajanehelms · Accepted solution]

No, technicians cannot batch payments. It has to be done in the accounting tab if the payment is collected by the technician. This should ensure that the office has received the check and reviewed it before it gets batched and exported to the accounting software.