On the Repair Order, click Take Deposit.

• Result: An Apply Payment window is displayed.

From the Payment Type drop-down list, select Cash, Credit Card, Check, Debit, or Other.

Enter any options to go with the payment type

• Example: check number, authorization number, credit card type, expiration date, etc.

From the Payment Date drop-down calendar, select the date of payment.

• This defaults to the current date.

In the Payment field, type the amount of the deposit.

Select Print Receipt to print a receipt.

Click Apply.

• Result: The payment amount is reflected in the Amount Received and Balance Due fields.

Click Close when you are finished.

• Result:

  • If you did NOT select Print Receipt, the Repair Order displays.

  • If you selected Print Receipt, the Receipt Report displays in a separate window.

    • The amount paid and the balance due are reflected at the bottom of the receipt.

    • Click the Print button at the top of the window to print the report, or click Close to close the receipt.

    • Note: When an Invoice is fully paid, the Apply Payment window closes and the reminder messages for printing the receipt and posting the invoice display.

    • If you choose to post the invoice, it will be moved to the Service History.