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Take a Deposit for an Invoice

  • Updated

Deposits are commonly taken on a parts invoice when a part needs to be special-ordered. Deposits can be taken for service invoices as well. The deposit type differentiates which invoice type was used to create the deposit.

Take a Deposit for a Parts Invoice

Take a Deposit for a Service Invoice

Refund a Deposit

Take a Deposit for a Parts Invoice

  1. Open the Parts & Service module.
  2. Choose the (100) Parts Invoicing option from the menu tree to the left side of the screen.
  3. Double-click over the parts invoice in the list. This will open the invoice window.
  4. Verify that the customer is selected in the entity information section at the top of the window.
  5. Select the Deposit button toward the lower right of the window. This will open a popup window.

deposit_part.png

  1. Enter the deposit amount into the amount field.
  2. Optionally, enter any comments into the comments field.
  3. If you will be taking the payment, choose the Cash Out button. This will move you to the sales register to take payment.
  4. If your business has a centralized cashier, choose the Send to Cashier button. This will move the deposit to the Deposits List.
  5. Select the Exit button in the lower right of the Invoice.

Take a Deposit for a Service Invoice

  1. Open the Parts & Service module.
  2. Choose the (400) Service Invoicing option from the menu tree to the left side of the screen.
  3. Double-click over the RO in the list. This will open the invoice window.
  4. Verify that the customer is selected in the entity information section at the top of the window.
  5. Select the Deposit button toward the lower right of the window. This will open a popup window.

deposit_svc.png

  1. Enter the deposit amount into the amount field.
  2. Optionally, enter any comments into the comments field.
  3. If you will be taking the payment, choose the Cash Out button. This will move you to the sales register to take payment.
  4. If your business has a centralized cashier, choose the Send to Cashier button. This will move the deposit to the Deposits List.
  5. Select the Exit button in the lower right of the Invoice.

Once the deposit has been taken, this will reflect in the breakdown on the invoice.

deposit_svc_complete.png

Refund a Deposit

  1. Open the Parts & Service module.
  2. Open the invoice where you wish to refund the deposit.
  3. Select the Deposit button toward the lower right of the window. This will open a popup window.

deposit_part.png

  1. Enter the deposit amount into the amount field with a minus sign at the beginning, like -50.00.
  2. Optionally, enter any comments into the comments field.
  3. If you will be refunding the payment, choose the Cash Out button. This will move you to the sales register to refund the payment.
  4. If your business has a centralized cashier, choose the Send to Cashier button. This will move the deposit refund to the Deposits List.
  5. Select the Exit button in the lower right of the Invoice.

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