Move A Ticket That Has Already Been Invoiced

Move A Ticket That Has Already Been Invoiced

Go to Tickets Dashboard>Highlight Ticket to be Moved>Click "Reassign">Enter Account Number or Use the Magnifying Glass to Search/Choose Account>Review Check Boxes>Click OK to Complete>If you Selected to Move Equipment a Pop Up Will Appear of Equipment to Select to Move>Click OK to Complete

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    • View The Work Orders That Were Completed And Know If They Were Invoiced Or Not.

      From Reports: Service/Parts Tab>Select Ticket Log>Enter Date (closed) From and To Parameters>Job Status "Completed">Click Run From Calendar: Click List View>Enter Sch. Start & Sch. End Dates>Select Status of Closed>Click Refresh>Invoiced Tickets Will ...

    • Move Invoices

      From customer account>Click Invoice History> Highlight the invoice>Click move invoice>Click Yes>Click magnifying glass>Search & Select customer>Click OK

    • Move an Invoice

      From customer account>Click Invoice History>Highlight the Invoice>Click Move Invoice>Click YES>Search & Select Account>Click OK

    • Move Recurring Charge

      From the customer account, go to the recurring charges. Highlight & select the charge. Click the magnifying glass next to Account>Click Yes Search & select the correct account>Click OK to move the charge.

    • Reassign a Ticket

      Click the Ticket Icon>Highlight the ticket>Click Reassign>Click magnifying glass>Search for customer>Double click or click select>Click OK Alternatively, from inside an account>Click Apt/Svc History tab>Click Tickets Tab>Highlight Ticket>Click ...