Content Comparison

Tech Install/Self Install - Upfront Payments

• The following process needs to be changed.

• Home Water routine will create a Salesforce Invoice and use a credit card to charge the full amount to the customer.

• On the Salesforce Invoice page, GoldFinch will add a button (and also an hourly scheduled routine) to create and post GoldFinch Sales Invoices:

  • DR Accounts Receivable

  • CR Revenue

• No future recurring invoices.

Open Issues

1. How to differentiate Upfront Payments with Rental Payments

   1. blng__ChargeType__c = One Time

2. Can we also create an Amortization Schedule with the initial entry only, so we don’t have to create GoldFinch Sales Invoices?

...