Difference between revisions of "Taking a workshop deposit"
From Catalyst
(Bulk update) |
(Bulk update) |
||
| (4 intermediate revisions by 2 users not shown) | |||
| Line 5: | Line 5: | ||
Go to {{Menu|{{WS}}|Workshop Diary}}. | Go to {{Menu|{{WS}}|Workshop Diary}}. | ||
| − | *[[Creating | + | * [[Creating workshop jobs|Create]] a new workshop job or [[How do I search for a workshop job?|search]] for an existing job. |
| − | *Enter the relevant details. See [[Creating | + | *Enter the relevant details. See [[Creating workshop jobs|Creating Workshop Jobs]] for more details. |
*Press {{KeyPress|F7}} to bring up the Payments window. | *Press {{KeyPress|F7}} to bring up the Payments window. | ||
*Click {{Button|Add}} to add a payment. | *Click {{Button|Add}} to add a payment. | ||
| Line 19: | Line 19: | ||
== See also == | == See also == | ||
| − | * [[Creating | + | * [[Creating workshop jobs]] |
| − | * [[How do I | + | * [[How do I search for a workshop job?]] |
| − | * [[How do I | + | * [[How do I order parts for a workshop job?]] |
{{KB_Tags|workshop, jobcard, jobs, payments, cash}} | {{KB_Tags|workshop, jobcard, jobs, payments, cash}} | ||
{{Guide}}{{KB_WS}}{{ZN_Admin}}{{ZN_WorkshopManager}} | {{Guide}}{{KB_WS}}{{ZN_Admin}}{{ZN_WorkshopManager}} | ||
Latest revision as of 06:30, 10 January 2019
Summary
The following article explains the best method for taking a deposit against a workshop job.
More Information
Go to " Workshop Workshop Diary".
- Create a new workshop job or search for an existing job.
- Enter the relevant details. See Creating Workshop Jobs for more details.
- Press <F7> to bring up the Payments window.
- Click [Add] to add a payment.
- Enter the payment amount and method and click [Post].
 | If you would like a receipt be sure to put a tick in the "Print Receipt" box by left clicking it. |
- Click [Yes] on the "Leave the amount unpaid" box.
- Click [Yes] on the "Do you want to log the payment in the till?" box.
This will log the required payment against the job, and this process can be repeated as many times as required.
See also
