Taking a unit deposit
From Catalyst
Summary
The following article explains the best method for posting a deposit against a unit.
More Information
Go to " Unit Sales Unit 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" window 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" window 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 unit 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
