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Service Order Multiple-Installment Credit Terms Based on Job Completion

  • 30 August 2021
  • 2 replies
  • 87 views

Hello everyone!

 

I have a client who’s primarily service oriented, and on certain service orders likes to collect payment at the following steps: prepayment of 50%, 25% at job start, 25% upon completion. This can be done in project accounting I believe, but seems excessive for their needs. When I looked at credit terms that you can tie to service order types, the installments were based upon days. 

 

Is there any way to accomplish this without having to create a project to handle the service order? 

@TylerRutz Did you ever find a solution to your problem. I too have a client with a similar need.

Hi @TylerRutz 
Unfortunately out of the box this is not available on the service management. You will need to integrate with Projects or create a customization that requires the payments based on the Prepayment Received field

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