Difference between revisions of "Taking a unit deposit"

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m (Les Ward moved page Taking a Vehicle Deposit to Taking a unit deposit: Lower case (except for Platinum menu options))
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Revision as of 11:20, 11 December 2018

Summary

The following article explains the best method for posting a deposit against a vehicle.

More Information

Go to " Unit Sales Vehicle Sales Documents".

You should create a sales order as you take the deposit. See HERE.

  • Click the [Payments] tab.
  • Enter the amount for the deposit against the relevant form of payment,
Cash, Cheque or Credit Card.
  • Click the "Print Receipt" Box if you want to print a separate receipt. This is not necessary if you are giving the customer a copy of the sales order.
  • Click the [Print and Summary] tab.
  • Click [Print]. This will print an updated Sales order showing the reduced balance.
    • If you ticked the "Print Receipt" Box earlier, you will get a separate receipt printed for the deposit amount.
  • Click [Accept] to update the sales order and save the changes.
    • If asked "Do you wish to log the payment in the Till?" click [Yes].

See also


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Keywords AND Misspellings
Vehicle, Deposit, Payment, part, Part payment, bike, car