RFMS How to Process Installer Chargebacks - labor

Installer chargeback – labor only – original order not job costed:

1. Find original customer order
2. Click the tape measure icon (post provider records)
3. Select the labor that needs charged back
4. Click the green plus to carry forward
5. Enter the labor being charged back as a negative quantity

   

6. This will add a provider line to the order to charge back to the Installer if a credit is due to the customer you will need to add a line to the order to give the credit or adjust a current line to reduce the sale which ever is appropriate.

Installer chargeback – labor only – original order Job Costed:

1. Create a billing group from the original order
2. Add a new order to the billing group, carry forward the customer information
3. Insert a labor line exactly like the original but enter the quantity as a negative
1. Verify that cost and sale price match original order.
2. If there is a sale price this will create a credit to the customer. If no credit is due, remove the sale price.
4. Click the tape measure icon
5. Click the green plus sign to post provider records
6. Make sure that worker information is populated for the installer being charged back (see screen shot above)
7. Verify that Line Total is a negative amount.
8. Submit the completed installer chargeback form with appropriate signatures to Becky once you are ready for the deduction to happen
9. In order for Becky to process the chargeback - Process a print & post for chargeback orders weekly (separate from regular check run)