With ServiceWorks, you can generate a report that shows the payments associated with the Chart of Accounts. Here’s a brief overview on how this report works within the system
Upon opening the report, you’ll have the option of setting a date range to filter your results from. Once finished setting the date range, click Run Report to continue
Once the report has been generated, you can view the following information:
–Invoice Number: Designates the invoice number the payment is associated with
–Account Number: Displays the customer account number
–Customer: Displays customer name associated with payment
–Amount: Shows the total amount of payment that is due
–Paid Amount: Total amount of payment collected for each transaction
–Payment Mode: Displays the method of payment used for the transaction
– Paid Date: The time and date the payment was logged
–Warranty: Displays whether or not the job was marked as a warrantied job
–Call Type: Displays the call type assigned for the job
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Email: support@service.works
