How do I separate a diagnostic visit from the balance payable if the customer proceeds?
Credit cannot exceed the visit charge, repair value or agreed cap. A negative balance is a customer credit.
Open Diagnostic credit deskTry the worked example
These are the example inputs from Diagnostic credit desk. Replace them in the tool to run your own case.
| Visit charge (€) | Approved repair (€) | Visit credit cap (€) | Prior payment (€) |
|---|---|---|---|
| 85 | 340 | 55 | 85 |
Example result
Credit applied · €55.00
Who uses this?
Repair contractor. The free online tool runs the calculation in your browser. To edit the files and use the tools offline in one business, see the €49 offline edition.
Where the idea came from
A trade estimator turns a customer enquiry into an operator-reviewed quote. This independent application adapts that idea to separate a diagnostic visit from the balance payable if the customer proceeds.
Original video