Difference between revisions of "Taking a unit deposit"
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== Summary == | == Summary == | ||
| − | The following article explains the best method for posting a deposit against a vehicle. | + | The following article explains the best method for posting a deposit against a vehicle. |
== More Information == | == More Information == | ||
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*Enter the amount for the deposit against the relevant form of payment, | *Enter the amount for the deposit against the relevant form of payment, | ||
| − | {{Example|text=Cash, Cheque or Credit Card.}} | + | {{Example|text=Cash, Cheque or Credit Card.}} |
*Click the {{DataPrompt|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 {{DataPrompt|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. | ||
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* [[Creating a Used Vehicle]] | * [[Creating a Used Vehicle]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|vehicle, deposit, payment, part, part payment, bike, car}} |
| − | {{ | + | {{Guide}}{{Hint}}{{KB_VS}}{{ZN_Admin}} |
Revision as of 12:16, 21 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
- How do I Refund a Vehicle Deposit?
- How do I Credit a Vehicle?
- How do I Account for Retained Deposits?
- How do I Account for Vat on Vehicle Deposits?
- Creating a New Vehicle
- Creating a Used Vehicle
