Difference between revisions of "Taking a workshop deposit"
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== More Information == | == More Information == | ||
| − | Go to {{Menu|{{WS}}|Workshop Diary}}. | + | Go to {{Menu|{{WS}}|Workshop Diary}}. |
*[[Creating Workshop Jobs|Create]] a new workshop job or [[How do I Search for a Workshop Job?|search]] for an existing job. | *[[Creating Workshop Jobs|Create]] a new workshop job or [[How do I Search for a Workshop Job?|search]] for an existing job. | ||
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*Press {{KeyPress|F7}} to bring up the Payments window. | *Press {{KeyPress|F7}} to bring up the Payments window. | ||
*Click {{Button|Add}} to add a payment. | *Click {{Button|Add}} to add a payment. | ||
| − | *Enter the payment amount and method and click {{Button|Post}}. | + | *Enter the payment amount and method and click {{Button|Post}}. |
{{Tip|text=If you would like a receipt be sure to put a tick in the {{DataPrompt|Print Receipt}} box by left clicking it.}} | {{Tip|text=If you would like a receipt be sure to put a tick in the {{DataPrompt|Print Receipt}} box by left clicking it.}} | ||
| − | + | ||
*Click {{Button|Yes}} on the {{DataPrompt|Leave the amount unpaid}} box. | *Click {{Button|Yes}} on the {{DataPrompt|Leave the amount unpaid}} box. | ||
*Click {{Button|Yes}} on the {{DataPrompt|Do you want to log the payment in the till?}} box. | *Click {{Button|Yes}} on the {{DataPrompt|Do you want to log the payment in the till?}} box. | ||
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* [[How do I Order Parts for a Workshop Job?]] | * [[How do I Order Parts for a Workshop Job?]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|workshop, jobcard, jobs, payments, cash}} |
| − | {{ | + | {{Guide}}{{KB_WS}}{{ZN_Admin}}{{ZN_WorkshopManager}} |
Revision as of 12:16, 21 December 2018
Summary
The following article explains the best method for taking a deposit against a workshop job.
More Information
Go to " Workshop Workshop Diary".
- Create a new workshop job or search for an existing job.
- Enter the relevant details. See Creating Workshop Jobs for more details.
- Press <F7> to bring up the Payments window.
- Click [Add] to add a payment.
- Enter the payment amount and method and click [Post].
 | If you would like a receipt be sure to put a tick in the "Print Receipt" box by left clicking it. |
- Click [Yes] on the "Leave the amount unpaid" box.
- Click [Yes] on the "Do you want to log the payment in the till?" box.
This will log the required payment against the job, and this process can be repeated as many times as required.
See also
