The following improvements will be available in ServiceCore on or after November 12, 2020. To see these new features you will need to do a hard refresh in your browser. Here's how to Get the Latest Version of ServiceCore.
You can now receive overpayments in ServiceCore. There are 2 scenarios for this new feature:
1. Overpayment: The customers sent a payment for more than they owe.
|When you are on the record payment screen and entering a payment amount that is higher than the selected invoice total, you will no longer see a warning, but a message letting you know the amount left to apply.
After you submitted the payment, the updated payment page will provide the following amounts:
2. Unapplied Payments
You can record a payment without having an existing invoice or an outstanding balance, e.g. pre-payments or down payments.
|When you are on the record payment screen you will enter your payment information, but you do not need to select an invoice.
|Once you click "submit payment" you will see a short reminder message.
The Payment Tab will provide you with sorting and filtering options for the new payment status.
You can easily find all your "partially-applied" or "unapplied" payments by clicking on "Filter By" and selecting one of the status options.
Applying a Credit
When viewing a "partially-applied" or "unapplied" payment, you will always have the option to click "Apply Credit".
On the "Record Payment" screen the credit payment will be pre-selected.
Now you can simply select an invoice to apply your credit.
Note: You can only apply one credit at a time.
Search Rentals by Company/Organization Name
The rental tab now allows you to search for the company/organization name. This will help to filter all rentals for a specific customer.
Settings > Inventory > Products > Product Details Page > In Progress Rentals
- Quantity on Delivery and Pickup Job: An issue has been resolved where quantity field would not fill in the amount of units rented when editing a delivery or pickup job.
- Company Switch Feature in Mobile View: We have fixed the company switch option to be accessible from any screen size.
- Address Autocomplete for Counties with Special Prefixes: When using the address auto-complete feature, counties with the special prefixes, e.g. "St." will now fill correctly into the county address field.
Please find our coming soon information at its new home: Coming Soon: New Features and Improvements.