Inspect Point’s embedded payments feature allows users to take deposits on proposals. That functionality is described in this support article.
Generally, Inspect Point’s recommended workflow is to complete an inspection, prepare a proposal if deficiencies are found, convert that proposal to a work order once it is accepted, complete the service work, and then generate an invoice.
However, a proposal can also be converted directly to an invoice if desired.
If a payment deposit exists on a proposal, when that proposal is converted to a work order or invoice, the deposit will also carry-over, so that you can easily track the balance due.
Important: Because the deposit carry-over is designed to accurately reflect the balance due, deposits cannot be carried forward multiple times. For example, if a proposal is converted to a work order, the deposit will be tied to that work order. If you were to go back to the original proposal and convert it directly to an invoice, the deposit would not appear on the invoice; you would instead need to convert the work order you just made to an invoice, in order for the deposit to appear.
Deposit Carry-Over Onto Work Orders
When a deposit is made on a proposal, as long as the deposit has not already been used on a previously created work order or invoice, it will appear on the bottom of the proposal screen:
A proposal can be converted to a work order by clicking the “Convert” dropdown:
Once that is clicked, a work order will generate. On the work order detail screen, you will see a record of the deposit:
That payment record will also be reflected on the service report:
Note that it does not impact the total amount due (which is a sum of service items, time entries, etc.). It appears below the service items.
Deposit Carry-Over Onto Invoices
Whether you convert a work order to an invoice, or convert a proposal directly to an invoice, as long as the deposit has not already been used, it will appear on the invoice. You will be able to see it while editing the invoice on the back-end:
Once the invoice is saved, the amount due will update to reflect the fact that a deposit has been made:
In addition, your customer will see record of the deposit while paying an invoice:
Need help? Contact our Support Team at firstname.lastname@example.org or submit a support ticket through the "Submit a request" link above.