Difference between revisions of "How do I account for retained deposits?"
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The following article explains how to deal with any retained deposits for vehicle sales orders that have fallen through and for which you are keeping the deposit. | The following article explains how to deal with any retained deposits for vehicle sales orders that have fallen through and for which you are keeping the deposit. | ||
| − | == | + | ==More Information== |
| − | *Once you have [[How do I refund a vehicle deposit?|cancelled the sales order and chosen not to refund the deposit]], the amount held on the customers account will need to be payed off to a relevant nominal centre using Sales Ledger | + | *Once you have [[How do I refund a vehicle deposit?|cancelled the sales order and chosen not to refund the deposit]], the amount held on the customers account will need to be payed off to a relevant nominal centre using {{Menu|Sales Ledger|Receipts}}. |
| − | Go to | + | Go to {{Menu|Sales Ledger|Receipts}}. |
* At {{DataPrompt|Customer:}} type in the Customer's account code if known, or [[How do I Find a Customer?|search]] for a Customer. | * At {{DataPrompt|Customer:}} type in the Customer's account code if known, or [[How do I Find a Customer?|search]] for a Customer. | ||
| − | * | + | * Select the document for which you wish to pay off. |
* Press {{KeyPress|F}} and {{KeyPress|Enter}} to pay the amount in full. | * Press {{KeyPress|F}} and {{KeyPress|Enter}} to pay the amount in full. | ||
* Press {{KeyPress|Escape}} to enter the payment details. | * Press {{KeyPress|Escape}} to enter the payment details. | ||
| − | * Enter an applicable comment e.g. {{DataValue|Deposit Kept}} | + | * Enter an applicable comment e.g. {{DataValue|Deposit Kept}}. |
* In the {{DataPrompt|Centre}}, enter an appropriate Nominal Centre code, or [[How do I Create a Nominal Code?|create one]]. | * In the {{DataPrompt|Centre}}, enter an appropriate Nominal Centre code, or [[How do I Create a Nominal Code?|create one]]. | ||
* Press {{KeyPress|Escape}}. | * Press {{KeyPress|Escape}}. | ||
Revision as of 14:00, 13 April 2010
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
The following article explains how to deal with any retained deposits for vehicle sales orders that have fallen through and for which you are keeping the deposit.
More Information
- Once you have cancelled the sales order and chosen not to refund the deposit, the amount held on the customers account will need to be payed off to a relevant nominal centre using " Sales Ledger Receipts".
Go to " Sales Ledger Receipts".
- At "Customer:" type in the Customer's account code if known, or search for a Customer.
- Select the document for which you wish to pay off.
- Press <F> and <Enter> to pay the amount in full.
- Press <Esc> to enter the payment details.
- Enter an applicable comment e.g. 'Deposit Kept'.
- In the "Centre", enter an appropriate Nominal Centre code, or create one.
- Press <Esc>.
- Choose [Accept] to post the payment.
