Difference between revisions of "Taking a unit deposit"

Revision as of 08:31, 4 October 2013

The following article explains the best method for posting a deposit against a vehicle.

Go to " Unit Sales Vehicle Sales Documents".

You should create a sales order as you take the deposit. See HERE.

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].

@@ Line 22: / Line 22: @@
 * [[How do I refund a vehicle deposit?]]
 * [[How do I Credit a Vehicle?]]
-* [[Creating Vehicle models]]
-* [[Creating a New Vehicle]]
-* [[Creating a Used Vehicle]]
-* [[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 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?]]
+* [[Creating a New Vehicle]]
-* [[How do I Authorise a Vehicle Sales Order?]]
+* [[Creating a Used Vehicle]]
-* [[How do I Create a New Finance Company?]]
-* [[How do I get a Valuation of Vehicle Stock?]]
 {{KB_Tags|Vehicle, Deposit, Payment, part, Part payment, bike, car}}
 {{KB_VS}} {{FAQ}} {{ZN_Admin}}