Recording payments against bookings In this video (2:26) we will cover the following topics- Record payment button Choosing transaction types Recording amounts, check numbers, notes General ledger codes Credit card payments Seeing transactions that ...
Allocating bulk payments to multiple bookings In this video we cover the following topics how to apply a payment made for multiple bookings in a single payment Recording payments that were made for multiple bookings Recording a check payment
Great News! Its time to start taking payments with OpsDriver- Here is a cheat sheet that will walk you through the important things you need to be aware of as you do. Receiving payments directly on a booking- Not every booking needs to be invoiced to ...
Great News! Its time to start taking bookings in OpsDriver- Here is a cheat sheet that will walk you through the important things you need to be aware of as you do. Converting Quotes to Bookings- Converting quotes to bookings is fast, easy, and ...
Converting Quotes to Bookings In this video (4:35) we will cover the following topics- Converting a quote to a bookings Primary Contacts Operations Contacts Billing Contacts The conversion modal functions Converting a quote without a associated ...