Processing Deposits

When a customer needs to make a partial payment or an advance payment toward a purchase, you can add a deposit to a new or existing work order. Multiple deposits can be collected for a single work order.

Note: Deposits need to meet or exceed a minimum percentage and a minimum dollar amount. Both of these values are defined in System Controls. For more information, see Deposit - MIN Dollar Amount and Deposit - MIN Percentage (%).

To process deposits

1. Start a work order and add items to it, or look up an existing work order. For more information, see Starting Work Orders.

2. On the WO Notes tab, type a comment about the payment being collected.

Note: Adding a comment about the deposit is not required. However, this type of note can be helpful, because the total on the screen does not include any deposits.

3. Click Deposit. The ROA/Deposit Complete screen appears.

4. Click the field for the payment method the customer is using, and type the payment amount.

5. Make sure the Print check box is selected, and define the number of copies you want to print.

6. If you need to include your user ID on the invoice, click the Sales field. Then press and select your name from the list that appears.

7. Type a comment about the deposit invoice if needed.

8. Click OK. A confirmation message appears.

9. Click Yes to complete the deposit and print the deposit invoice.

10. Close the Invoice Entry screen. The work order for which you collected the deposit will remain on the Open Work Order List until the final sale invoice is completed.

Note: To see which customers have made deposits for pending purchases, generate an Open Work Order Deposits Report. For instructions, see Open Work Order Deposits.