In this article
- Taking a payment in a Jobsheet
- Adding resources to labour lines in a Jobsheet
- Updating the items numbers and quantities
- Posting the jobsheet
Taking a payment in a Jobsheet
When the job is complete and the financial information is correct. You now need to collect the payment from the customer and post the jobsheet.
Select Payments/Posting from the jobsheet’s actions bar, then Take Payment to mark the customer’s payment method and add the amount paid along the customer’s payment method row.
You can view other payments that have been applied in the document by selecting Payment Gateway Entries action, in the Take Payment window.
Adding resources to labour lines in a Jobsheet
Before posting the jobsheet, all labour lines must-have resource information added to them. There are several this can be done:
If the Technician uses the Technician Confirmed button on their device, the resources column will be pre-populated.
If a front-of-house staff member is familiar with the Technician’s Resource No., they can add this directly to the labour line and then press the Tab key to assign 100% of that labour line to that specific Technician.
If there are multiple technician’s working on the job or there are multiple labour lines upon which a sole technician has clocked onto a job you can Select Process followed by Add Resources to Lines. This will either split the total time spent between multiple technicians on all lines or it will add 100% to all labour lines for the one specific technician.
If you post the jobsheet without adding the resources, you will be prompted to do so automatically before posting.
Updating the items numbers and quantities
All item numbers must be updated from the Placeholder Item, such as **MISC, to their actual item numbers. Ensure that the quantities and prices of the items remain unchanged.
If all part numbers with Placeholder Item have not been updated/added to the jobsheet, the following error message will be displayed:
All parts need to be bought into stock. If all parts have not been accepted into stock using a purchase order, you will get an error message:
Posting the jobsheet
Now, you have the option of:
- To Post - Post/invoice this jobsheet without the option of printing or emailing it.
- To Post and Print - Post/invoice this jobsheet and print a copy of the invoice.
To Post and Email - Post/invoice this jobsheet and email a copy of the invoice to the Bill-To Customer.