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
Take a Deposit for a Parts Invoice
- Open the Parts & Service module.
- Open the Parts Invoicing list from the menu tree to the left side of the screen.
- Double-click over the parts invoice within the list to open it.
- Verify that the customer is selected in the entity information section at the top of the invoice.
- Select the Deposit button toward the bottom of the window. This will open a popup window.
- The Deposit Date will automatically fill with today's date.
- Enter the deposit amount into the Amount field.
- The entity number of the customer that was selected on the invoice will automatically populate.
- Optionally, you may enter any comments into the Comments box.
- If you will be taking the payment, choose the Cash Out button. This will move you to the sales register to take payment.
- If your business has a centralized cashier, choose the Send to Cashier button. This will move the deposit to the Deposits List.
Take a Deposit for a Service Invoice
- Open the Parts & Service module.
- Choose the Service Invoice list from the menu on the left side of the screen.
- Double-click over the RO in the list. This will open the invoice window.
- Verify that the customer is selected in the entity information section at the top of the invoice.
- Select the Deposit button toward the bottom of the window. This will open a popup window.
- The Deposit Date will automatically fill with today's date.
- Enter the deposit amount into the Amount field.
- The entity number of the customer that was selected on the invoice will automatically populate.
- Optionally, you may enter any comments into the Comments box.
- If you will be taking the payment, choose the Cash Out button. This will move you to the sales register to take payment.
- If your business has a centralized cashier, choose the Send to Cashier button. This will move the deposit to the Deposits List.
Once the deposit has been taken, this will reflect in the breakdown on the invoice.