05-02-2024 11:47 AM
We are having a heck of a time with recognized revenue with ongoing memberships. Example: Tech completes a startup job, then customer decides upon receiving bill that they want membership. The s/u is to be part of the membership. I know I can dismiss the event from the membership, and recognize the revenue, therefore decreasing the liability. I then do an adjustment invoice for the initial job. However, our tech isn't getting credit for the proper sale amount. Any suggestions on how to accomplish all of the above - tech credit, revenue recognition, and correct liability amount deducted from membership?