In this tutorial example, we will go over the basic steps applying a manual Banked Service amount to a client.
| • | An example of why you might use this feature is a client has pre-paid for service, you want to note that in AyaNova, so that you can apply labor charges from workorders against this pre-paid service. |
| • | Do note that this is a very basic overview only, and does not cover every field and its use of the Service Workorder entry screen nor or of Banked Service. |
| • | It is highly recommended that you review this Help file's entire section on Service Workorders, Labor and the Banked Service section for complete overview , suggestions on use, tips on use and more. |
| • | NOTE: screenshots in any of these How do I...?'s tutorials may not be exactly as in your database as dependant on your data, grid layout, etc |
| 1. | Open an existing sample client such as Lawyers R US |
| 2. | Check-mark the Banked Service box if not yet already done, and select the Bank Service jump button to open the Bank Service sub-grid |
| 3. | Select the New… menu option to open up a new banked service entry screen |
| • | Enter in the Description which is usually why you are entering it. It may be to make an adjustment; it may be to enter in a pre-paid dollar amount, etc. In our tutorial, it will be because the client has pre-paid $250.00 |
| • | Enter in 250 in the Currency field |
| • | Do note that the field Effective Date is for informational and reporting purposes only - edit to a specific date if needed. |
| • | Select OK to save the entry and return to the Bank Service grid. |
| 4. | This will now show as a record in the Banked Service grid for this client. |
| • | Note that the Currency Balance column will show the remaining balance |
| • | Records once entered in Banked Service are not editable for control and accountability purposes. If a mistake is made and saved in entry you would need to make a new entry with a minus amount to adjust. |
| • | The screenshot above may not show exactly as your Banked Service grid, as it depends on what columns you have set to show. |
| 5. | Close the Service Bank grid. |
| 6. | Close the Client entry screen – you will note that if you had selected the menu option Exit or the X in the upper right-hand corner of the user entry screen, that AyaNova will ask “Do you want to save changes?”. This is because Banked Service is a part of the client, and you have edited the client even though it was a sub-screen. |
| 7. | Be sure to click on Yes to save your entry in the Bank Service grid. |
| 8. | Now labor entered in the Labor grid in a service workorder can be applied against banked service for this client. |
See also:
How do I Apply Labor against Banked Service automatically via a Service Workorder?