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Configuration
Load the Setup tab page
Click on Services
Click on and edit the existing Services enabling the Show On Ticket Transaction setting
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Create a ticket and save it
Open the newly created ticket
Under Transactions section click Add
Enter the values for the transaction
Amount - one time amount to be charged when ticket is closed / resolved
Date Date - today's date or future or past as needed - charge will physically be added only when the ticket is closed
Service - the service that this charge is related to. A new service may be needed here likely marked as a one time service that will apply appropriate taxes
Detail - Detail that is to show on the transactions page and on the invoice if you show the transaction detail on your invoice template.
Click Save
The transaction will show at the bottom of the detail of the ticket (above the comments section) with no statement details ID until the ticket is closed
When the ticket is closed, the transaction will be applied and will show on the latest invoice and on the transactions tabTransactions page.
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Note: If the transaction has been posted to an invoice, you cannot edit the ticket transaction detail itself. To edit it, you would need to edit the transaction detail on the transactions page instead. This will then only be reflected on the invoice if the invoice is rendered again. |