Difference between revisions of "Taking a unit deposit"

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(Bulk update)
(Bulk update)
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Go to {{Menu|{{VS}}|Vehicle Sales Documents}}.
 
Go to {{Menu|{{VS}}|Vehicle Sales Documents}}.
  
You should create a sales order as you take the deposit. See [[Selling a Vehicle|HERE]].
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You should create a sales order as you take the deposit. See [[Selling a unit|here]].
  
 
*Click the {{Tab|Payments}} tab.
 
*Click the {{Tab|Payments}} tab.
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== See also ==
 
== See also ==
* [[How do I refund a vehicle deposit?|How do I Refund a Vehicle Deposit?]]
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* [[How do I refund a unit deposit?|How do I Refund a Vehicle Deposit?]]
* [[How do I Credit a Vehicle?]]
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* [[How do I credit a unit?]]
 
* [[How do I Account for Retained Deposits?]]
 
* [[How do I Account for Retained Deposits?]]
* [[How do I Account for Vat on Vehicle Deposits?]]
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* [[How do I account for VAT on unit deposits?]]
* [[Creating a New Vehicle]]
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* [[Creating a new unit]]
* [[Creating a Used Vehicle]]
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* [[Creating a used unit]]
  
 
{{KB_Tags|vehicle, deposit, payment, part, part payment, bike, car}}
 
{{KB_Tags|vehicle, deposit, payment, part, part payment, bike, car}}
 
{{Guide}}{{Hint}}{{KB_VS}}{{ZN_Admin}}
 
{{Guide}}{{Hint}}{{KB_VS}}{{ZN_Admin}}

Revision as of 10:07, 4 January 2019

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