Difference between revisions of "Taking a unit deposit"
From Catalyst
| Line 8: | Line 8: | ||
*Click the {{Tab|Payments}} tab. | *Click the {{Tab|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, |
| − | {{Example|iconsize=small|title=e.g.|text=Cash, Cheque or Credit Card}} | + | {{Example|iconsize=small|title=e.g.|text=Cash, Cheque or Credit Card.}} |
*Click the {{DataPrompt|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 {{DataPrompt|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 {{Tab|Print and Summary}} tab. | *Click the {{Tab|Print and Summary}} tab. | ||
Revision as of 09:31, 22 September 2010
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.
- 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
