Taking a Deposit

If the customer is making a deposit on the repair, click the button. The Accept Deposit window will open. The Deposit Amt will default to the entire amount of the repair, including tax. If the customer is not paying the entire amount as the deposit, change the Deposit Amt as applicable and click the Save button. Refer to 'Saving the POS Transaction' for information on collecting the deposit and saving the repair ticket entered at POS. If the repair ticket is not being entered at POS, refer to 'Saving the Repair Ticket' for information on collecting the deposit and saving the repair.

Note: Once the repair is saved, the amount entered as the deposit will be saved to the customer's account as a credit invoice. The credit may then be applied to the repair when it is billed. If a Bill To account was selected, the credit invoice will be saved to the account selected as the Bill To.