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
How to differentiate Upfront Payments with Rental Payments
blng__ChargeType__c
= One Time
Can we also create an Amortization Schedule with the initial entry only, so we don’t have to create GoldFinch Sales Invoices?