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.

New

Overpayments

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: Amount Received Amount Applied Amount Remaining

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.

Payment Tab

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.

1. Rentals > List

2. Rentals > Map

3. Settings > Inventory > Products > Product Details Page > In Progress Rentals

Fixed

• 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.

Coming Soon

Please find our coming soon information at its new home: Coming Soon: New Features and Improvements.