Difference between revisions of "Taking a unit deposit"
From Catalyst
(Bulk update) |
|||
| (17 intermediate revisions by 4 users not shown) | |||
| Line 1: | Line 1: | ||
== Summary == | == Summary == | ||
| − | The following article explains the best method for posting a deposit against a | + | The following article explains the best method for posting a deposit against a unit. |
== More Information == | == More Information == | ||
| − | Go to {{Menu|{{VS}}| | + | {{Units}} |
| + | Go to {{Menu|{{VS}}|Unit Sales Documents}}. | ||
| − | You should create a sales order as you take the deposit. See [[Selling a | + | 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. | ||
| − | *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 | + | |
| − | *Click the {{DataPrompt|Print Receipt}} | + | {{Example|text=Cash, Cheque or Credit Card.}} |
| + | |||
| + | *Click the {{DataPrompt|Print Receipt}} window 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 {{Tab|Print and Summary}} tab. | *Click the {{Tab|Print and Summary}} tab. | ||
*Click {{Button|Print}}. This will print an updated Sales order showing the reduced balance. | *Click {{Button|Print}}. This will print an updated Sales order showing the reduced balance. | ||
| − | + | ** If you ticked the {{DataPrompt|Print Receipt}} window earlier, you will get a separate receipt printed for the deposit amount. | |
| − | ** If you ticked the {{DataPrompt|Print Receipt}} | + | *Click {{Button|Accept}} to update the sales order and save the changes. |
| − | *Click {{Button|Accept}}. | ||
** If asked {{DataPrompt|Do you wish to log the payment in the Till?}} click {{Button|Yes}}. | ** If asked {{DataPrompt|Do you wish to log the payment in the Till?}} click {{Button|Yes}}. | ||
== See also == | == See also == | ||
| − | *[[ | + | * [[How do I refund a unit deposit?]] |
| + | * [[How do I credit a unit?]] | ||
| + | * [[How do I account for retained deposits?]] | ||
| + | * [[How do I account for VAT on unit deposits?]] | ||
| + | * [[Creating a new unit]] | ||
| + | * [[Creating a used unit]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, deposit, payment, part, part payment}} |
| − | {{ | + | {{Guide}}{{Hint}}{{KB_VS}}{{ZN_Admin}} |
Latest revision as of 06:29, 17 January 2019
Summary
The following article explains the best method for posting a deposit against a unit.
More Information
 | Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment. |
Go to " Unit Sales Unit 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" window 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" window 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 unit deposit?
- How do I credit a unit?
- How do I account for retained deposits?
- How do I account for VAT on unit deposits?
- Creating a new unit
- Creating a used unit
