Payments and Deposits
Two types of payments can be posted to orders – deposits and payments.
Deposits
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Deposits can be applied to repair orders, before the repair order is saved as an invoice.
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Deposits cannot be posted to estimates and cannot exceed the order total.
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When QuickBooks integration is enabled and you apply a deposit to a Repair Order, the information is sent as a general journal entry to QuickBooks.
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The journal entry credits your shop’s QuickBooks Deposits account and debits (deducts) the Undeposited Funds account by the amount of the deposit.
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Updated customer information is also sent to QuickBooks.
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Payments
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Payments can be applied to counter sales and invoices.
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It is preferable to apply payments before the counter sale or invoice is posted; however, they can be applied after posting.
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When QuickBooks integration is enabled and payments are applied to orders, general journal entry information is sent to QuickBooks.
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For more information, refer to the QuickBooks Setup and Installation Guide, accessed from the Setup menu in ALLDATA® ManageSM .
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