Important Concepts

1. Account Customer: Customer with Terms to pay their account at a later date.
   
1. In the Customer Screen → Other tab, the Account Customer option is ticked.
2. Non-Account Customer: Customer who must pay before or on delivery.
   
1. In the Customer Screen → Other tab, the Account Customer option is unticked.
3. Repair Invoice: Created once a Repair job is completed and is then considered in Sales reporting.
   

Payments

From Repairs

1. Open the Repairs screen:
1. From the Main Screen of Retailer, click the Repairs button.
2. On the top menu bar of Retailer, click on Tasks → Repairs.
   
3. From the Point of Sale screen, press the Repairs POS Button or press ALT+R on the keyboard
   
2. Open the Repair Job you wish to pay:
   
1. Click the 🔎︎ Find Repair button in the top left corner, search for and select the Repair.
2. Click the Recent button and select the Repair from the list of 10 last Repairs opened on this terminal.
3. Scan/Enter the Repair barcode in the Find By Repair Barcode box at the top of the screen.
   
3. Click on the Payments button at the bottom of the Repairs screen.
   
4. Continue with the Repair Payment section below.

From Point of Sale

1. On the main screen of Retailer, click on the Point of Sale icon.
   
2. Press the Customer Payment POS button.
   
1. Alternatively, press [F11] on your keyboard.
   
3. Search for and select the particular customer. Click OK.
   
4. Click the Pay Repairs button.
   
5. Continue with the Repair Payment section below.

From Customer Screen

1. On the main screen of Retailer, click on the Customers icon.
   
2. Click on the Magnifying Glass 🔎︎ icon to access the Find Customer Screen.
   
3. Search for and select the particular customer. Click OK.
   
4. The Transaction Menu will appear. If not, click on the Menu button.
   
5. Click on Payments.
   
6. Click the Pay Repairs button.
   
7. Continue with the Repair Payment section below.

Repair Payment

1. The Repair Payment screen will list all Outstanding Repairs for the selected Customer. Click on the Repairs that you wish to pay.
   
1. Repairs highlighted in Blue will be paid.
   
2. Use the Select All or Unselect All buttons to quickly change the selection.
   
   NOTE: Repairs that are already invoiced will not be listed. Make an Account Payment or use Pay Specific Invoices.
2. Enter the amount received in the This Payment box.
3. Click Pay Now.
   
4. The POS Screen appears and you can process the transaction as you would with a normal sale.
   
5. Once the payment has been processed, a payment receipt will be printed or emailed.
   
6. If the Repair(s) are fully paid off, Repair Invoice(s) will be created
   
1. In Repairs Setup, there is an option Show "Create Invoice" Message Upon Final Payment which when ticked will prompt to create a Repair Invoice instead.
   
2. Select the Repair Jobs you wish to Invoice and click OK.
   
7. Another prompt will appear, which asks if you would like to mark the repair as Collected. Click Yes or No as appropriate.
   
   

   NOTE: A Repair is not finalised until it has been BOTH Invoiced and marked as Collected.
   
   
8. If Repair Invoices have been created, the Print Repair Invoices screen will appear. Select the invoices then click Preview, Print, Email or Close.
1. In Repairs Setup, there is an option Print Invoice Automatically Once Invoice Is Created which when ticked will skip the prompt and automatically print the Repair Invoice.

Invoice

1. Open the Repairs screen:
1. From the Main Screen of Retailer, click the Repairs button.
   
2. On the top menu bar of Retailer, click on Tasks → Repairs.
   
3. From the Point of Sale screen, press the Repairs POS Button or press ALT+R on the keyboard
   
2. Open the Repair Job you wish to invoice:
   
1. Click the 🔎︎ Find Repair button in the top left corner, search for and select the Repair.
   
2. Click the Recent button and select the Repair from the list of 10 last Repairs opened on this terminal.
   
3. Scan/Enter the Repair barcode in the Find By Repair Barcode box at the top of the screen.
   
3. Click on the Invoice button at the bottom of the Repairs screen.
   
4. A prompt will appear to ask if you want to collect the item. Click Yes or No as appropriate. 
   

   NOTE: A Repair is not finalised until it has been BOTH Invoiced and marked as Collected.
   
   
5. The Print Repair Invoices screen will appear. Select the invoices then click Preview, Print, Email or Close.
   
1. In Repairs Setup, there is an option Print Invoice Automatically Once Invoice Is Created which when ticked will skip the prompt and automatically print the Repair Invoice.
   
2. The options on the left allow you to tick all invoices in the list, untick all invoices in the list, or select particular invoices for viewing/printing/emailing.
   
3. If you click Preview, the Repair Invoice will display on screen and can be saved as a PDF or printed.
4. If you click Print, the Repair Invoice will print to the configured printer.
   
5. If you click Email, the Repair Invoice will email to the Customer.
6. The Printer and format of the Repair Invoice (A4, A5, Thermal Receipt) is set in Report Mapping.
   
7. Click Close when finished.

Once a Repair has been Invoiced to an Account Customer, it can no longer be paid using the Repair Payments screen. Make an Account Payment or use Pay Specific Invoices.