Difference between revisions of "How do I take a payment for a security invoice?"
From Catalyst
Line 1: | Line 1: | ||
− | |||
== Summary == | == Summary == | ||
The following article explains how to take a payment for a security invoice. | The following article explains how to take a payment for a security invoice. | ||
Line 5: | Line 4: | ||
== More Information == | == More Information == | ||
A [[How do I Produce a Security Invoice?|security invoice]] must be raised for the customer booking before a payment can be taken. | A [[How do I Produce a Security Invoice?|security invoice]] must be raised for the customer booking before a payment can be taken. | ||
− | + | This payment before the hire item is taken away by the customer to secure against damage or loss is taken as a [[How do I Take a Deposit for a Customer Booking?|security deposit]]. | |
=== Taking a Payment === | === Taking a Payment === | ||
Go to {{Menu|{{BH}}|Add or Edit Customer Bookings}}. | Go to {{Menu|{{BH}}|Add or Edit Customer Bookings}}. | ||
− | * Search for the customer booking you want to take a payment | + | * Search for the customer booking for which you want to take a payment. |
** Optionally narrow down the search by entering the date of the customer booking at {{DataPrompt|Date from:}} and {{DataPrompt|to:}}. | ** Optionally narrow down the search by entering the date of the customer booking at {{DataPrompt|Date from:}} and {{DataPrompt|to:}}. | ||
** Press the {{Button|Search}} button. | ** Press the {{Button|Search}} button. | ||
− | ** Highlight the customer booking you want to take a payment | + | ** Highlight the customer booking for which you want to take a payment on the list. |
** Press the {{Button|Edit}} button. | ** Press the {{Button|Edit}} button. | ||
* Once inside {{DataPrompt|Customer Booking Properties}}, press the {{Button|Payment}} button which is located within the {{DataPrompt|Security}} box. | * Once inside {{DataPrompt|Customer Booking Properties}}, press the {{Button|Payment}} button which is located within the {{DataPrompt|Security}} box. |
Revision as of 19:50, 4 December 2018
Summary
The following article explains how to take a payment for a security invoice.
More Information
A security invoice must be raised for the customer booking before a payment can be taken. This payment before the hire item is taken away by the customer to secure against damage or loss is taken as a security deposit.
Taking a Payment
Go to " Booking and Hire Add or Edit Customer Bookings".
- Search for the customer booking for which you want to take a payment.
- Optionally narrow down the search by entering the date of the customer booking at "Date from:" and "to:".
- Press the [Search] button.
- Highlight the customer booking for which you want to take a payment on the list.
- Press the [Edit] button.
- Once inside "Customer Booking Properties", press the [Payment] button which is located within the "Security" box.
- In the "Payment allocation" box, choose the method by which you want to take the payment by pressing the button showing the appropriate method.
If security deposits have been taken for the customer booking, these will automatically be allocated to this payment. The total of these deposits will be shown next to "Previously paid deposit". |
- If you need a receipt to be printed after taking the payment, tick the "Print receipt?" check box.
- Press the [Post] button to take the payment.
- Once you have returned to "Customer Booking Properties", you will see that the value of the "Payments:" and "Balance:" within the "Security document" box will have changed to reflect the payment that has just been taken.
See also
- How do I Produce a Security Invoice?
- How do I Process a Customer Booking?
- How do I Take a Deposit for a Customer Booking?
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
BH97