- Head to the Main Menu.
If you have a Holding Deposit already saved as an Invoice Type move to Step 7.
- Click ‘Admin’, ‘Manage Invoice Types’.
- Press ‘+Add New’.
- Enter the Name, Default Invoice Text, Default Paid Text.
- Click ‘Credit’, if this is a Credit Invoice Type.
- Press ‘Update
- Click ‘Leads’, ‘Live Leads’ in the Main Menu.
- Click ‘Clear All Filters’ if necessary.
- Click the Edit button to the far left-hand side of the screen on the Lead you would like to process.
- Add the ‘Sold Value’.
- Press ‘Update’.
- Click ‘Mark As Sold’.
- Click ‘here’ on the green banner at the top of the page to begin setting up the Contract.
- Press ‘£ Convert to Contract’ on the right-hand side.
- Press ‘Create Contract’.
- Confirm all the Lead Details are correct and enter the Confirmed Sales Value (NET), VAT Code, Contract Type, toggle the YES|NO filed for Fitting Required if necessary. Add Fit Days Required and the Estimated Fit Date if you have this information at hand.
- Press ‘Next’.
- Press ‘+Add Invoice’.
- Select the Invoice Type, in this case ‘Holding Deposit’.
- Select the Raised Date. Please Note: All invoices with a raised date in the future will act as ‘invisible’ to the system and placeholders until this date is exceeded.
- Select ‘Create Invoice From’ as designed. If you are taking a % of the full Contract cost then % of gross value (calculated) will be the best option.
- Type the % of job value in the box and click ‘Calculate’.
- Press ‘Save’.
- Click the edit button to the left-hand side of the invoice you have just created to enter the payment, select the date paid, method and amount into the relevant boxes.
- Press the ‘+’ button to the right-hand side.
- Press ‘Save Details’ towards the bottom of the screen.
- Press ‘Next’.
- Click ‘Complete Set-Up’.
- When the Contract page loads on the left-hand side under Contract Status you will see a green Active button, click once and this will turn red and display the text On Hold.
- Press ‘Update’ at the bottom, far right-hand side of the screen.
- This job is created, on hold and will not show on the schedule board until you reactive it by clicking the On Hold status under Contract Details to Active.
