How do I make a payment on a workshop job?
From Catalyst
Summary
This article explains how to make a payment against a workshop job.
More Information
Once a Workshop Job has been created, you can post a payment against it.
- Go to " Workshop Workshop Diary".
- Search for a job using <Ctrl+F1>. Enter either the Job number, Customer Account or Unit 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 pay.
- This will then highlight the job in the " Workshop Diary". Click [Edit] to go into that job.
- In " Job Properties" on the [Details] tab, press <F7>.
- If this is a simple retail job, you will see a section for "Owner/Keeper".
- Press <F7> or click [Add] to bring up the " 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 [Add] against the section you want to take a payment for, or press <F7> for a 'Keeper Payment' or <Ctrl+F7> for an 'Insurance Payment'. Both sections take you to the same " Payments" screen as above.
- If this is a simple retail job, you will see a section for "Owner/Keeper".
- Press <Esc> to exit the " Payments" screen.
- Press <Esc> and click [Accept] to save the changes to the job.
 | It is possible to add deposits to a job using the method listed above if the job has not been completed. |
 | It is also possible to take a payment at the point of invoicing a job. |
| It is possible to see all workshop jobs that are unpaid. To do this go to the " Workshop diary" screen.
|
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?
