How do I take a payment for a security invoice?
From Catalyst
Summary
The following article explains how to take a payment for a security invoice.
More Information
A security invoice must be raised for the customer booking before a payment can be taken. This payment before the hire item is taken away by the customer to secure against damage or loss is taken as a security deposit.
Taking a Payment
Go to " Booking and Hire Add or Edit Customer Bookings".
- Search for the customer booking for which you want to take a payment.
- Optionally narrow down the search by entering the date of the customer booking at "Date from:" and "to:".
- Press the [Search] button.
- Highlight the customer booking for which you want to take a payment on the list.
- Press the [Edit] button.
- Once inside "Customer Booking Properties", press the [Payment] button which is located within the "Security" box.
- In the "Payment allocation" box, choose the method by which you want to take the payment by pressing the button showing the appropriate method.
 | If security deposits have been taken for the customer booking, these will automatically be allocated to this payment. The total of these deposits will be shown next to "Previously paid deposit". |
- If you need a receipt to be printed after taking the payment, tick the "Print receipt?" check box.
- Press the [Post] button to take the payment.
- Once you have returned to "Customer Booking Properties", you will see that the value of the "Payments:" and "Balance:" within the "Security document" box will have changed to reflect the payment that has just been taken.
See also
- How do I produce a security invoice?
- How do I process a customer booking?
- How do I take a deposit for a customer booking?
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