Difference between revisions of "Taking a unit deposit"
From Catalyst
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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 | + | You should create a sales order as you take the deposit. See [[Selling a unit|here]]. |
*Click the {{Tab|Payments}} tab. | *Click the {{Tab|Payments}} tab. | ||
| Line 20: | Line 20: | ||
== See also == | == See also == | ||
| − | * [[How do I refund a | + | * [[How do I refund a unit deposit?|How do I Refund a Vehicle Deposit?]] |
| − | * [[How do I | + | * [[How do I credit a unit?]] |
* [[How do I Account for Retained Deposits?]] | * [[How do I Account for Retained Deposits?]] | ||
| − | * [[How do I | + | * [[How do I account for VAT on unit deposits?]] |
| − | * [[Creating a | + | * [[Creating a new unit]] |
| − | * [[Creating a | + | * [[Creating a used unit]] |
{{KB_Tags|vehicle, deposit, payment, part, part payment, bike, car}} | {{KB_Tags|vehicle, deposit, payment, part, part payment, bike, car}} | ||
{{Guide}}{{Hint}}{{KB_VS}}{{ZN_Admin}} | {{Guide}}{{Hint}}{{KB_VS}}{{ZN_Admin}} | ||
Revision as of 10:07, 4 January 2019
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 unit?
- How do I Account for Retained Deposits?
- How do I account for VAT on unit deposits?
- Creating a new unit
- Creating a used unit
