Difference between revisions of "How do I account for retained deposits?"
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Tim Laundon (talk | contribs) (New page: {{Incomplete}} ==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...) |
Tim Laundon (talk | contribs) |
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* 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, [[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}}. | ||
* Choose {{Button|Accept}} to post the payment. | * Choose {{Button|Accept}} to post the payment. | ||
Revision as of 13:25, 8 April 2010
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This article or section is under development. Be aware: Content will change as the document progresses. |
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.
In Detail
- 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.
- Point at 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.
