Difference between revisions of "Taking a unit deposit"
From Catalyst
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== Summary == | == Summary == | ||
| − | The following article explains | + | The following article explains the best method for posting a deposit against a vehicle. |
== More Information == | == More Information == | ||
| − | Go to {{Menu|{{VS}}|Vehicle Sales Documents}}. | + | Go to {{Menu|{{VS}}|Vehicle Sales Documents}}. |
| + | |||
You should create a sales order as you take the deposit. See [[Selling a Vehicle|Selling a Vehicle]]. | You should create a sales order as you take the deposit. See [[Selling a Vehicle|Selling a Vehicle]]. | ||
| + | |||
*Click the {{Tab|Payments}}. | *Click the {{Tab|Payments}}. | ||
*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 09:26, 22 September 2010
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
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].
- 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].
- Click [Print]. This will print an updated Sales order showing the reduced balance.
- Click [Accept]. The sales order will be printed.
- If you ticked the "Print Receipt" Box earlier, you will get a separate receipt printed for the deposit amount.
- Click [Accept].
- If asked "Do you wish to log the payment in the Till?" click [Yes].
See also
