Difference between revisions of "Taking a unit deposit"
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(New page: {{Review}} == Summary == The following article explains the correct method of taking a deposit against a vehicle when in Platinum == While in a Vehicle Sales Order == While in the {{Menu...) |
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== While in a Vehicle Sales Order == | == While in a Vehicle Sales Order == | ||
| − | While in the {{Menu|Vehicles Sales|Vehicle Sales Documents}} section during the process of a vehicle sale (see [[Selling a Vehicle | + | While in the {{Menu|Vehicles Sales|Vehicle Sales Documents}} section during the process of a vehicle sale (see [[Selling a Vehicle|Here]] for more details) |
*Click the {{DataPrompt|Payments}} Tab | *Click the {{DataPrompt|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 | ||
Revision as of 16:24, 7 September 2010
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Summary
The following article explains the correct method of taking a deposit against a vehicle when in Platinum
While in a Vehicle Sales Order
While in the " Vehicles Sales Vehicle Sales Documents" section during the process of a vehicle sale (see Here for more details)
- 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 to put a tick within it.
- Click the "Print and Summary" Tab
- Click [Print] at the Bottom Right of the screen.
- This will Print an updated Sales order showing the reduced Balance
- Click [Accept]
- This will then Print a Receipt for the deposit for the relevant amount
- Click [Accept]
- If asked "Do you wish to log the payment in the Till?" click [Yes]
See also
