Using our new feature users will be able to add FTMs payments simply without doing manual calculations.
This is only for ServiceTeam company.
Add FTM payment into the cost section.
Go to the order you want to add FTM payments.
Click on the Chargers tab & find the PAY FTM button under the Customer chargers section. NOTE: When some conditions failed & some data missed PAY FTM button will not display in the Charges section.
Once you click the PAY FTM button, It will add FTM payments to the Order cost section according to the labour charges. NOTE:If the user clicks on the PAY FTM button it can’t be undone & unable to click twice.
Overriding Autopay for sub departments
If you want to stop auto paying for any sub department. You’ll be able to able to turn on override setting for that sub department. Once it enabled Autopay button disappear form the charges section. (Only for overridden sub department orders).
Override Setting location
Settings > Departments > Sub Department > Override the FTM auto payment option
Calculation & required values
Labour payment =((Total_labour_charge – labour_Discount)(100%-Client_Comission%))(the_product_labour_%split + FTM_Bonus%))
Labour payment (if the total time on site is less than 30 minutes) =((Total_labour_charge – labour_Discount)(100%-Client_Comission%))(the_product_labour_%split + FTM_Bonus%)) * 75%
FTM_Split%: Settings > Departments > Go to the order relavent department > order relavent sub department > Edit > FTM split (%)
FTM_Bonus%: Edit FTM > FTM Bonus (%)
Important Points
If there’s no appointment in that order, the user will be unable to pay FTM chargers by clicking the PAY FTM button.
Users are able to add FTM payments by clicking the PAY FTM button or manually.
If there’re multiple appointments for multiple FTMs, users will be unable to add FTM cost automatically. They need to do it manually.
If there’re multiple labour charges in the order, FTM payment calculation is done for the total labour charges & it will be rounded down to the nearest £5.00.
Review retention behaves the same way as adding a manual labour payment.
When adding a discount user asked if it’s a labour discount, or a Material Discount, or a % discount across both. The discount (although just shown as a lump to the customer) in the back end would be split between labour and materials.
Discount applying methods for autopay.
Material & labour discount: apply discount percentage for both (But material part doesn’t use in the calculation.)
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