Making Deposits on Repair Orders
Make deposits on repair orders at any time before invoicing.
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From a Repair Order, click Deposit.
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In the pop-up screen, select a Method >> enter a Ref (date is automatically filled in) >> enter the deposit Amount >> click Pay.
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Note: The deposit and the total will be displayed in the Invoice Confirmation screen.
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This process can be repeated for additional deposits.
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Previous deposit amounts are listed in Existing Deposits.
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In the Receipt Confirmation popup, click Yes or No to print a receipt for the deposited amount.
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The total deposit amount will show on the Invoice Confirmation screen.
IMPORTANT - Assign Sales Class to invoice drop-down box:
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It is best to leave this option blank so that each item on the invoice will default to the Default Sales Class Code that you have previously assigned to it.
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If you make a selection in this drop-down, it will assign the selected Sales Class to the ENTIRE invoice. This will create accounting problems if you export data to QuickBooks.
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The deposit(s) will also be shown on the printed invoice.
To remove Deposits from a repair order:
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Click Deposits.
IMPORTANT - Assign Sales Class to invoice drop-down box:
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It is best to leave this option blank so that each item on the invoice will default to the Default Sales Class Code that you have previously assigned to it.
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If you make a selection in this drop-down, it will assign the selected Sales Class to the ENTIRE invoice. This will create accounting problems if you export data to QuickBooks.
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Uncheck the Deposits you want to remove >> click Done.
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Note: Although deposits can be removed from a repair order, they will still be saved in this section.
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Click Other R/O's to apply unused deposits made on other repair orders.
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This is mainly used for Fleet accounts.
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