Financial System Overview
PraticOS offers a complete and integrated financial system for payment control, discounts, and billing tracking. All transactions are recorded with detailed history and linked to Service Orders.
RBAC Integration
Access to financial data is controlled by profile. Technicians and Supervisors do not view values, ensuring information security.
Partial Payments
Record multiple payments with complete transaction history
Discounts
Apply discounts with description and complete traceability
Dashboard
Track billing and receivables in real time
Payment Status
The system uses three statuses to indicate the financial situation of each Service Order:
Receivable
No payment recorded. The total SO value is pending.
Partial
Partial payment recorded. There is still balance to receive from the customer.
Paid
Fully paid. There is no pending balance for this SO.
Payment Management
The payments screen centralizes all financial operations for an SO, allowing you to record payments, apply discounts, and view the complete history.
How to Access
- Open an existing Service Order
- In the Summary section, click on Total or the Payment status
- The payment management screen will open automatically
Business Rules
The system applies validations to ensure financial data integrity and correct payment flow.
Quotes Do Not Accept Payments
Payments are only allowed from the Approved status. First approve the quote to enable payment recording.
Applied Validations
- Minimum value: The payment or discount value must be greater than zero
- Maximum value: The value cannot exceed the remaining SO balance
- Valid status: The SO must be approved, in progress, or completed
Financial Dashboard
The dashboard provides a consolidated view of company billing, with real-time indicators and customer ranking.
Available Indicators
Total Billing
Sum of total values from all SOs in the selected period
Received Amount
Sum of all recorded payments, including partial ones
Receivable
Pending balance from SOs not fully paid
Print (PDF)
The Service Order PDF includes the complete financial summary, automatically adapting to payment status.
Permissions by Profile
Access to financial features is controlled by the profile system (RBAC). Each profile has specific permissions.
| Profile | View Prices | View Dashboard | Record Payments |
|---|---|---|---|
| Administrator | ✓ | ✓ | ✓ |
| Manager | ✓ | ✓ | ✓ |
| Supervisor | ✗ | ✗ | ✗ |
| Consultant | * | ✗ | ✗ |
| Technician | ✗ | ✗ | ✗ |
* Consultant views prices only for SOs they created
Frequently Asked Questions
Can I record a payment on a quote?
No. Payments are only released from the "Approved" status. First approve the quote, then record the payment.
How to apply a discount?
On the payments screen, switch to "Discount" in the top selector, enter the value, and add a description (e.g., "Loyalty discount").
Can I remove a recorded payment?
Yes. In the transaction history, swipe the item to the left and confirm the removal. The action is recorded in the history.
Can technicians see financial values?
No. Technicians and Supervisors do not have access to financial data. Only Admin, Manager, and Consultant (own SOs) view values.