How do I make a payment on a workshop job?

Summary

This article will explain how to make a payment against a workshop job.

More Information

Once a Workshop Job has been created it is possible to add a payment.

• Go to " Workshop Management Workshop Diary".
• Search for a job using <Ctrl+F1>. Enter in either the Job number, Customer Account or Vehicle Registration. Press <Enter> and then click [Search].

• This will show the results of the search on a new screen. Double click on the Job that you want to invoice.

• This will then highlight the job in the "Workshop Diary". Click [Edit] to go into that job.

• In "Job Properties" on the [Details] press <F7>.
  • If this is a standard workshop job you will see a section for for "Owner/Keeper".
    • To add a payment simply press <F7> or click [Add], which will bring up the standard payments screen.
    • Enter the the amount and method of payment.
    • Press <F7> or click [Post] to post the payments.
  • If this is an Insurance Job you will have two sections.
    • One for "Owner/Keeper".
    • One for "insurance".
    • Similar to the steps above simply click the [Add] against the section you want to take a payment for, or press <F7> for a 'Keeper Payment' or <Ctrl+F7> for a 'Insurance Payment'. Both sections takes you to the standard Payments screen.
• Once you have added all the payments you need simply press <Esc> to exit the payments screen.
• Press <Esc> and click [Accept] to save the changes to the "Workshop Job".

It is possible to add deposits to a "Workshop Job" using the method listed above if he job has not been completed.

It is also possible to take a payment at the point of invoicing a "Workshop Job". For this method please follow the link How do I Invoice a Workshop Job.

See Also

• Creating Workshop Jobs
• How do I Find a Customer?
• How do I Create an Insurance Workshop Job?
• How do I Invoice a Workshop Job

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Keywords AND Misspellings

Payment, Pavements, Add, Make, Take, Workshop Jobcard, Jobs, Deposit, Deposits