Difference between revisions of "Taking a unit deposit"
From Catalyst
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*Click {{Button|Print}}. This will print an updated Sales order showing the reduced balance. | *Click {{Button|Print}}. This will print an updated Sales order showing the reduced balance. | ||
** If you ticked the {{DataPrompt|Print Receipt}} Box earlier, you will get a separate receipt printed for the deposit amount. | ** If you ticked the {{DataPrompt|Print Receipt}} Box earlier, you will get a separate receipt printed for the deposit amount. | ||
| − | *Click {{Button|Accept}} | + | *Click {{Button|Accept}} to update the sales order and save the changes. |
| − | |||
** If asked {{DataPrompt|Do you wish to log the payment in the Till?}} click {{Button|Yes}}. | ** If asked {{DataPrompt|Do you wish to log the payment in the Till?}} click {{Button|Yes}}. | ||
Revision as of 09:33, 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.
- 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
