Completed visit to reconciled billing

Step by step

1. Freeze accepted billing Operations Manager

   Use the completed call revision and signed scope to identify the accepted parts and labor. Include each source item once, apply signed discounts and configured charges, and retain the effective tax decision. An open clock, unposted material draft or unapproved extra scope is not eligible for final billing. After the snapshot is established, catalogue changes must not alter its prices.

   • Create a frozen billing revision
   • Updates Service calls, Invoices, Invoice lines, Service call parts, Service call labor

2. Confirm collection Operations Manager

   Reconcile the original Payments request through the configured payment service. Pending, Authorized, Unknown and Failed remain different from confirmed capture. Check the same customer and service call before linking collection to the invoice. A repeated request uses the same key, and any acknowledged refund reduces net collected value. Payment references remain masked from roles that do not perform reconciliation.

   • Match acknowledged net collection
   • Updates Payments, Invoices

3. Acknowledge AR Operations Manager

   Generate one frozen Invoices billing revision from signed service work. Each parts or labor source appears once, signed discounts reduce subtotal, and configured effective tax is added exactly once in tax amount. A durable sync request key sends the invoice to AR. Pending or Unknown remains unsynced; correlated success sets external invoice ref and AR synced at. Link already captured payments to the same call/customer invoice, reconcile net acknowledged refunds, and show external discrepancies without creating a second invoice or charge.

   • Retain the accepted external invoice identity
   • Updates Invoices, Invoice lines, Payments

4. Resolve the exception Operations Manager

   When the payment or AR service times out, investigate the original request identity before issuing another command. A successful retry must return the existing result. Corrections after posting use the connected system’s explicit credit or replacement operation, preserving the previous invoice and signed evidence. Revenue reporting includes acknowledged nonvoid AR outcomes and displays unconfirmed transfers separately. Close the exception only when the records agree.

   • Reconcile the original billing and collection intent
   • Updates Invoices, Payments

Technician

Records work only on assigned individual calls or calls assigned to a crew of which they are a current authorized member.

Crew Lead

Works assigned crew calls and provides an independent pricing decision where the configured limit permits.

Operations Manager

Owns service capacity, escalations and independent commercial decisions.

Admin

Maintains identities, integration configuration and operational settings; configuration authority does not bypass transaction controls.