How to Process a Prepayment

How to Process a Prepayment

How to Process a Prepayment
    • Related Articles

    • How to Enter Prepayment

      How to enter a prepayment: From the client's account, click on "add a transaction" > "add a payment" Put the total amount of the prepayment in the Amount box Select payment method Under memo put "Prepayment for 2023 Services" Check the box that says ...
    • Hiring Process

      Non-Negotiable Hiring Requirements -High school diploma or GED -Driver's license -23-33 age ideal -33-38 (not ideal, but OK if they seem coachable, takes direction) -Green industry or pest control experience mandatory 10 months at 1 job -Consistent ...
    • SAP Notification Emails

      Non-Automation Emails Morning of Service Notification Morning of Service Notification- Rain in Forecast Limestone Notification Early Spring Notification Late Spring Notification Early Summer Notification Late Summer Notification Fall Notification ...
    • How to Run Payroll

      How to Run ADP Payroll For payroll, we use ADP to process it. They have an app where the guys in the field can clock in and out of. The app puts a geo-fence around the shop so they can only clock in and out at the location. This prevents time theft! ...
    • 2023 New Client Onboarding

      2023 New Client Onboarding Process ST BLITZ The old way of onboarding is a "bottleneck" that has limited our client onboarding each spring to around 250 clients. The "bottleneck" is caused by a slow response to the first client visit after they ...