Overview:
In this video, you will understand the important parts of receiving a job deposit. The video will guide you through accessing and navigating the deposits action icon in the view job screen and how to properly submit a job deposit from this screen.
Best Suited for:
- FusionPay administrators
- Back Office users participating in financial management activities
Key Components:
- The deposit action icon - this is where you can receive a job deposit from the job to which it belongs
- The Job Deposits dashboard displays all processed job deposits, allowing users to filter by different payment attributes
Video Summary:
Learn how to receive a job deposit in Service Fusion using the FusionPay integration. "Job Deposits" are received on jobs and expected to be taken prior to the job being invoiced. In the job screen we walk through the use of the Deposits button to enter in a job deposits that can later be converted to an invoice payment once the job has been invoiced.
This may vary slightly based upon processor.