Taking a unit deposit

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 HERE.

• Click the [Payments] tab.
• Enter the amount for the deposit against the relevant form of payment,

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].

See also

• How do I Refund a Vehicle Deposit?
• How do I Credit a Vehicle?
• How do I Account for Retained Deposits?
• How do I Account for Vat on Vehicle Deposits?
• Creating a New Vehicle
• Creating a Used Vehicle

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Keywords AND Misspellings

Vehicle, Deposit, Payment, part, Part payment, bike, car