How do I take a payment for a security invoice?

From Catalyst
Jump to: navigation, search

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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
booking, take, security, payment, deposit, hire
Tags

BH97