Customer Balance Detail Overview
Each Sale record includes a Customer Balance Detail section. This section provides a clear breakdown of customer's current balance. It automatically updates whenever you process transactions like sales, service calls, change orders, payments, and more.
- Initial Sale - when a Sale record is approved a positive entry is added for the initial sale amount.
- Service Call - when a service call is completed a positive entry is added for the amount of the service call.
- Change Order - when a Change Order is approved a positive or negative entry is added for the amount of the change order.
- Down Payment - when a Customer Receipt record is completed and marked as a down payment, a negative entry for that down payment is added.
- Partial Payment - when a Customer Receipt record is completed and marked as a partial payment, a negative entry for that partial payment is added.
- Down Payment - when a Customer Receipt record is completed and marked as a final payment, a negative entry for that final payment is added.
- Customer Credit - when a Invoice-Credit record is approved and marked as Type field as Credit and Source's such as Installed Related or Customer Service, a negative entry for that customer credit is added.
- Refund - when a Check Request record is processed for a refund request, a positive entry for that refund processed is added.
- Cancel Sale - when a Sale is canceled a negative entry is added for the canceled amount.
- Cancel Fee - when a cancel fee is charged for a canceled Sale record, a positive entry is added for that cancel fee.
- Chargeback - when a Customer Receipt record has been added and approved for a credit card chargeback, a positive entry is added for the chargeback amount.
- NSF Check - when a Customer Receipt record has been added and approved for a NSF returned deposited check, a positive entry is added for the NSF check amount.
- Re-Deposit - when a Customer Receipt record is completed and marked as a re-deposit for the repayment of a chargeback or a NSF check, a negative entry for that re-deposit payment is added.
- Reimburse Legal Fees - when a Invoice-Credit record is approved and marked as Type field as Invoice and Source is Reimburse Legal Fees, a positive entry for that customer credit is added.
- Write-Off - when the Write-Off Balanced Owed transition is completed a negative entry is added for the amount of the write-off that brings the balance to $0.
Related Articles
Job Cost Overview
1Stop takes an entirely different approach and has revolutionized the Job Costing process. By leveraging our built-in processes across all aspects of your business, you can finally gain clarity on true profitability at the job level. And the best ...
Contact & Lead Tracking Overview
Introduction 1Stop has introduced a groundbreaking approach for tracking Contacts throughout every step of their journey, from their initial arrival as a new Lead through the entire sales and installation process, and even if they return as a repeat ...
Analytics Overview
1Stop comes pre-configured with all of the industry-specific dashboards you need to run your business and make data-driven decisions for how to add to your bottom line. And if you don't see something you are looking for, the powerful Analytics module ...
Customer Payments Module
The Customer Payments module in 1Stop CRM is used to record and track all payments received from customers—whether it's a direct payment, financing, credit card transaction, refund, or returned check. Keeping this information up to date ensures ...
Commission Process Program Overview
Introduction Managing commissions can be a challenging and complicated process which is why 1Stop has implemented a robust, automated and streamlined process for handling commissions for your sales team. The following video provides an overview on ...