How to mark when customers funds have been used

When you have completed any agreed services in a customers plan, either at the end of the plan, or part way through. It's good practice to mark this within ServiceSplit so that the customer has an accurate view of their balance and where the funds have been used.

Step 1. Underneath the plan balance, click Consume Funds

Step 2. Enter the Invoice number/reference and upload a PDF copy. This is to evidence that the amount you are consuming from the plan matches your invoice or jobsheet. 

Please note: This reference and document is visible to the customer to allow them to see that their plan balance has been used for the services they agreed to.

Step 3. Enter the amount that you wish to consumer. This value should match that of the invoice document you attached in the previous step.

Step 4. (optional) At this stage, you can choose to complete the plan which means no further payments will be taken from the customer and the plan will be marked as completed. You can do this by checking the Complete plan tickbox.

Step 5. (optional) If the amount that you wish to consume is less than the customers balance and you intend to complete the plan. You must specify what you will do with the remaining balance. 

The example in the screenshot below shows that the customers balance is £99.99. We want to consume £89.90 and have attached an invoice to that effect. But we also want to close the plan and will be refunding the remaining £10 to the customer.

Step 6. Lastly click the Submit button and you will be asked to confirm the balance consumption

Clicking Confirm will process the consumption which will be reflected in the plan balance when the screen refreshes