Tech Install/Self Install - Upfront Payments
What view should we use????
Are we double-counting the inventory and COGS???
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
deduct inventory
No future recurring invoices.