Setting When to Take Initial Work Order Deposit

Setting When to Take Initial Work Order Deposit

Based on your most frequent scenario, you can tell Orchid POS if you take work order payments as the work order is created, or would prefer to wait until it is complete. You can always edit payments either way, but setting a preference saves time and clicks.

Go to Office > Back Office Settings > Work Order Settings > Configuration > "Collect Balance as Deposit When Creating Work Order."

    • Related Articles

    • Sell a Completed Work Order

      When a work order is complete and is ready to be closed, you must sell the work order. This will move any open balance of the work order to be paid into Point of Sale, deliver any associated inventory to the customer, and update the work order's ...
    • Work Orders in Orchid POS

      Custom Work Order Forms and Checklists Using the Work Order Builder Sell a Completed Work Order Edit an Open Work Order Create a New Work Order Get Started with Work Orders by Creating Service Parts Print a Claim Check When Selling a Work Order Edit ...
    • Custom Work Order Forms and Checklists

      If you require specific information to be gathered and recorded with a work order, you can create your own form. Creating a Work Order Form Go to Office > Back Office Settings > Work Order Settings > Work Order Forms. Click Create New Form. Name the ...
    • Create a New Work Order - Video

      When a customer brings equipment in for repair, service, inspection, or maintenance, you want to create a work order to track that service. This not only allows you to follow the service process, but it updates the equipment service history in the ...
    • Using the Work Order Builder

      The Work Order Builder allows you to: Create, close, and sell a work order all from one screen almost simultaneously, or Quickly create a work order that will remain open 1. Bring the customer up in Point of Sale. 2. Click the Work Order icon beneath ...