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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?

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