Service Order Prepayments: General Information

Sometimes you may agree with the customer on providing a service or multiple services with some prepayment made by the customer beforehand.

Learning Objectives

In this chapter, you will learn how to do the following:

  • Create a service order and enter the prepayment to the service order
  • Create an appointment and enter the second prepayment for the appointment
  • Generate a sales order and review two prepayments applied

Applicable Scenarios

You process service orders with prepayments if customers of your company make prepayments for the service to be provided.

Process Diagram

In the diagram below, you can see the general workflow of processing a service order with prepayments.

Note: Processes and job titles may be different in your company.
Figure 1. Processing a service order with prepayments