Applying Deposits to Repair Orders
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On the Repair Order, click Take Deposit.
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Result: An Apply Payment window is displayed.
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From the Payment Type drop-down list, select Cash, Credit Card, Check, Debit, or Other.
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Enter any options to go with the payment type
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Example: check number, authorization number, credit card type, expiration date, etc.
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From the Payment Date drop-down calendar, select the date of payment.
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This defaults to the current date.
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In the Payment field, type the amount of the deposit.
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Select Print Receipt to print a receipt.
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Click Apply.
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Result: The payment amount is reflected in the Amount Received and Balance Due fields.
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Click Close when you are finished.
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Result:
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If you did NOT select Print Receipt, the Repair Order displays.
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If you selected Print Receipt, the Receipt Report displays in a separate window.
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The amount paid and the balance due are reflected at the bottom of the receipt.
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Click the Print button at the top of the window to print the report, or click Close to close the receipt.
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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.
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If you choose to post the invoice, it will be moved to the Service History.
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