Dan S
complete
Hello there,
Hope you are well.
We are glad to let you know that we have implemented a new feature called Deposits for all Ultimate accounts.
From now on you will be able to add deposits to jobs before actually completing a job.
Please check the article below to get an idea of how the Deposits feature works:
https://help.workever.com/en/articles/8984859-deposits-management
If you have any questions feel free to contact us through the chat.
Kind regards,
Dan
S
Simon Richardson
Has this been completed now?
Damien Knight
in progress
The ability to add a deposit in Workever is now in Progress with release due towards the end of August
Dan S
Merged in a post:
Take a deposit for jobs
M
Manesh Halai
Allow us to make invoices prior to jobs being completed so we can take deposit for jobs
Y
Ycs Admin
Yes this option is very helpful. We need this option
R
Roger Blakemore
We have a work round which enables us through adding a project job to the main job and taking a deposit for the job through a saved cost item called Deposit for job, then completing this project job and raising deposit invoice. We then go to cost items on the scheduled job and put a negative value in as the deposit, leaving a residue amount on the future invoice.
It would though be very useful if the deposit invoice just said Deposit, as some customers think we are asking for the deposit again!
Damien Knight
planned
T
Tom Furniss
we really need this aswell
Dan S
Merged in a post:
Deposits
B
Belinda Brookes
To be able to take deposits on jobs prior to works commencing
C
Christopher Hicks
Deposits needed for securing pre booked work dates
Load More
→