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Payments

The answer to a simple question: how much has already been paid on this service order, and by what means.

Where to find it: Modules → Service Orders → Reports → Payments

A worked example

Report parameters

One parameter: the order number. Without a number the report lists the payments of all orders in one list, but there is no order number column in it — whose payment it is shows only in the document itself.

Payments report

In the example that is order no. 1, with a single payment against it: 11 August, in cash (GBP), for 160.00.

The columns read left to right as a history: payment number, transaction date, payment method (code and name) and amount — in the payment's currency; there is no separate currency column. The payment number is a link: the document itself — Service Payments — opens from it.

When you need it

  • The customer is collecting their device. You can see how much has been paid and by what; what is left to pay is the "Rest to pay" field on the order card.
  • A payment dispute. Date, method and amount are usually all it takes.
  • Several partial payments. An order may have been paid in instalments — they are gathered into one list here.

How it differs from the payments journal

The general journal shows every payment in the company over a period. This report is a vertical slice through one order: not "what went through the till in March" but "what happened with this repair".

Typical situations

The report is empty. There have been no payments against the order yet. A number the company does not have is refused: "Service Order not found".

The total does not match the invoice. The report shows every service payment of the order as it is — they carry no "posted" mark, so no payment is ever left out here. Compare with "Total repair cost" and "Rest to pay" on the order card.

Where to look next