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How to close a customer service request and collect payment

How to close a customer service request and collect payment in Jewely Retail

Report a customer service request as completed

  1. Access Customer Service → List of Customer Service forms.
  2. Find the relevant record.
  3. Change the status to «"Completed – Ready to deliver"».
  4. Add a note if necessary (e.g., work completed).

Deliver the after-sales service and collect payment

  1. Open the customer service form.
  2. Click on Deliver to the customer.
  3. Check the total amount due.
  4. Select the payment method.
  5. Confirm: the record changes status «" Book "» and the sale is recorded.
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