From a Repair Order, click Deposit.
In the pop-up screen, select a Method >> enter a Ref (date is automatically filled in) >> enter the deposit Amount >> click Pay.
Note: The deposit and the total will be displayed in the Invoice Confirmation screen.
This process can be repeated for additional deposits.
Previous deposit amounts are listed in Existing Deposits.
In the Receipt Confirmation popup, click Yes or No to print a receipt for the deposited amount.
The total deposit amount will show on the Invoice Confirmation screen.
IMPORTANT - Assign Sales Class to invoice drop-down box:
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.
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.
The deposit(s) will also be shown on the printed invoice.
Uncheck the Deposits you want to remove >> click Done.
Note: Although deposits can be removed from a repair order, they will still be saved in this section.
Click Other R/O’s to apply unused deposits made on other repair orders.
This is mainly used for Fleet accounts.
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