Receive Deposit In Service Call

Receive Deposit in Service Call document.

Deposit can be handled in Service Call in AltheaSuite by following below steps.

Step 1: Login into your AltheaSuite account.

Step 2: To enable Deposit collection before Service.

• From the main menu, go to Settings > Service call.
• Select Option “Always Collect Deposit” to ensure a deposit is required before service.
• Enter the required deposit amount in “Default Service Call Deposit”.

Customer Pays Deposit in Service Call.

A Deposit for the service call can be collected before the service is provided.

Steps to Receive a Deposit:

• Open the Service Call document.

• Click on the “Receive Deposit” button at the bottom.

• The system will navigate to the payment screen.

• Select the appropriate payment mode.

• Enter the deposit amount and confirm the payment.

Alternatively, you can collect the deposit from the context menu of the specific Service Call document by clicking on the three dots and selecting “Receive Deposit.”

Once the deposit has been collected, it will appear at the bottom of the screen of “Service Call Document”.

The Service call document grid will also display an option “Is Deposit Received”, indicating whether the deposit has been collected or not.