Add a Prospective Customer/Bill After Site Visit
Describes a methodology for speedily adding a Prospective customer and collecting money after going for a site visit.
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Setup
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Creation
- Add an Account in the usual way.
- Add the Services to the User in the usual way. Leave the Services in Prospective Status. Pending Transactions will have been automatically created.
- Set each Pending Transaction to Manual Bill Only. If using the Scheduling module, this can be done when creating the Appointment.
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Opening Packages/Services after Activation
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Important: If this is the first Open Package/Service and anniversary billing is implemented, the day part of the date will set the Billing/Prorate Day of Month on the Account. It is very important to set this correctly to avoid billing cleanup.Fill in Start Date if Activation is in the past.
- Change Status to Open and Save.
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- Invoice the Customer and collect Payment.