Difference between revisions of "Taking a workshop deposit"
From Catalyst
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== Summary == | == Summary == | ||
| − | The following article explains the | + | The following article explains the best method for taking a deposit against a workshop job. |
== More Information == | == More Information == | ||
| − | + | 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 | + | |
| − | * | + | See [[Creating Workshop Jobs|Here]] for more details. |
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| + | *[[Creating Workshop Jobs|Create]] a new workshop job or [[How do I Search for a Workshop Job?|search]] for an existing job. | ||
| + | *Enter the relevant details. See [[Creating Workshop Jobs|Here]] for more details. | ||
| + | *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 | + | *Enter the payment amount and method and click {{Button|Post}}. |
{{Tip|iconsize=small|title=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|iconsize=small|title=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 | + | *Click {{Button|Yes}} on the {{DataPrompt|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. | This will log the required payment against the job, and this process can be repeated as many times as required. | ||
Revision as of 09:37, 22 September 2010
Summary
The following article explains the best method for taking a deposit against a workshop job.
More Information
Go to " Workshop Workshop Diary".
See Here for more details.
- Create a new workshop job or search for an existing job.
- Enter the relevant details. See Here 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].
 | Tip: 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
