Collecting Payment for more than the Invoice Total?

In SuccessWare21 you can enter a payment that is more than the total amount of the Invoice and the difference will go as a deposit on the account.  However, In Mobile Technician, the tech out in the field cannot collect more than the total amount of the Invoice. I had a couple of customers ask me is it possible to collect a deposit for future work while the tech is onsite, yet not have the item be added to the invoice and affect sales, commission, compensation, etc. for that tech? In short, the answer is yes and let me tell how.

First, you must create a task item in your SuccessWare21 price book to be place holder for a customer deposit, typically naming the Task “Customer Deposit” or “Customer deposit for future work” should cover it. This way when the tech is out in the field you can have your tech add this item to their invoice and change the price to be the amount of deposit you want the technician to collect.  This way the total due on the invoice is equal to the amount you want to collect from the customer that day. Also, if the technician is printing an invoice while onsite at the customer’s location, the printed invoice will represent the deposit as well.  Once the technician finished the call in Mobile Technician you can, back in the office, simply remove the “Customer Deposit” item from the Invoice, or you may zero it out if you want the item on the invoice to have piece rate commission or wages be assigned to it. Once the item is removed or zeroed then the total amount collected will be more than the total invoice amount and you will be able to create a customer deposit with the excess payment.