How do I compensate for a delayed Monitoring Event activation?
This is a question we get all the time: What do I do if the event was activated more than a day after they client actually started. Fortunately, the solution is relatively easy with our latest update.
First, activate the event and record the relevant payment. Next, select "Take Payment". From here, you are going to want to create a "Sale", "Pay From Pool" transaction with a billing code/invoice item of "Daily Pool".
The price should be the daily rate. The quantity should be the number of days they have been monitored without being active (remember to not include the current day, as they will be charged tonight for that). Once everything looks good, submit.
The system will deduct the amount from the pool and record a "Daily Pool" transaction in the transactions list that matches and will report with the system generated transactions that the platform runs every night on active events.
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