Difference between revisions of "Taking a unit deposit"
From Catalyst
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* [[How do I Deal with Vehicle Preparation/PDI?#Detailed Overview|How do I Deal with Vehicle Preparation/PDI?]] | * [[How do I Deal with Vehicle Preparation/PDI?#Detailed Overview|How do I Deal with Vehicle Preparation/PDI?]] | ||
* [[How do I refund a vehicle deposit?|How do I Refund a Vehicle Deposit?]] | * [[How do I refund a vehicle deposit?|How do I Refund a Vehicle Deposit?]] | ||
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* [[How do I Account for Retained Deposits?]] | * [[How do I Account for Retained Deposits?]] | ||
* [[How do I Account for Vat on Vehicle Deposits?]] | * [[How do I Account for Vat on Vehicle Deposits?]] | ||
Revision as of 13:19, 15 August 2013
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 Selling a Vehicle.
- Click the [Payments] tab.
- Enter the amount for the deposit against the relevant form of payment,
 | E.G.: 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
- Getting Started - Vehicle Sales
- Getting Started - Workshop
- Getting Started - Stock Control
- How do I Credit a Vehicle?
- How do I refund a vehicle deposit?
- Creating Vehicle models
- Creating a New Vehicle
- Creating a New Vehicle by Copying an Existing Vehicle
- Creating a Used Vehicle
- How do I Deal with Vehicle Preparation/PDI?
- How do I Refund a Vehicle Deposit?
- How do I Account for Retained Deposits?
- How do I Account for Vat on Vehicle Deposits?
- How to I Purchase a vehicle from a Customer?
- What do the Colours Mean on my Vehicle Sales Orders?
- How do I Authorise a Vehicle Sales Order?
- How do I Create a New Finance Company?
- How do I get a Valuation of Vehicle Stock?
