Requests – project with multiple services and deposits

The Requests page in PrismaNote brings together everything related to a single customer request in one overview. For example, a combination of a sale, repair, order and multiple deposits. All entries remain linked to the same request, so you always have a complete overview of the project and its payments.

What is the Requests overview?

The Requests overview shows all requests created in the store.

A request can consist of one or more components, such as:

• a sales transaction

• a repair

• an order

• a purchase of scrap gold

• a gift voucher

• one or more deposits

This makes it possible to manage a complete customer project on a single receipt, even when additional products or services are added later.

How do you open the Requests overview?

1. Click Services in the menu

2. Click the submenu item Requests

You will now see an overview of all requests.

Adding extra items to a request

Sometimes a customer wants to add something later to an existing request. For example, an extra product, a repair or an order. These can easily be added so everything remains on the same receipt.

How to add extra items

1. Click Services in the menu

2. Click the submenu item Requests

3. Click the View button behind the relevant request

4. Click the Add extra items button on the left

5. The POS will now open with the request selected. Add the desired product, repair or order and process the payment (fully or partially).

The new items will automatically be added to the existing request.

Printing or downloading the receipt with total amount and all deposits

1. Click Services in the menu

2. Click the submenu item Requests

3. Click the View button behind the relevant request

4. Click the Download or Print button on the left.

For every request you can print or download a receipt. This is the POS receipt of the full request, which shows:

• all items in the request

• all deposits made

• the total amount

• the remaining amount still to be paid

This ensures that both you and the customer always have a clear overview of the project and its payments.

Making an additional deposit

If a customer wants to make another deposit later, you can easily register it within the same request.

Making a second or third deposit

1. Click Services in the menu

2. Click the submenu item Requests

3. Click the View button behind the relevant request

4. Click the Deposit button in the top right corner. A new screen will appear.

5. Optionally select the items for which you want to make a deposit (all options are selected by default).

6. Click Open.

7. Click the pen icon to set the deposit amount.

8. Then select the desired payment method.

The deposit will now be added to the request and an additional transaction will be created.

Making a final payment

When the customer wants to pay the remaining balance of the entire request, you can process a final payment.

1. Click Services in the menu

2. Click the submenu item Requests

3. Click the View button behind the relevant request

4. Click the Final payment button in the top right corner. A new screen will appear.

5. Optionally select the items for which you want to make the final payment (all options are selected by default).

6. Click Open.

7. Then select the desired payment method.

The remaining payment will now be processed.

Processing a refund

If a payment needs to be reversed, you can process a refund.

Registering a refund

1. Click Services in the menu

2. Click the submenu item Requests

3. Click the View button behind the relevant request

4. Click the Refund button in the top right corner. A new screen will appear.

5. Optionally select the items for which you want to process a refund (all options are selected by default).

6. Click Open.

7. Then select the desired payment method.

The refund will now be processed within the request.