Tech Install/Self Install - Upfront Payments
What view should we use?
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.
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