When a customer purchases an item which requires a deposit, here’s how to process it.
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Step 1 |
Enter an Order (Point-of-Sale or Medical Order) and add the Item "POD" for the amount which you require as a deposit and mark the POD delivered. |
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Step 2 |
Enter the payment for the customer’s purchases and the POD amount. Note: The Order will then process as you would other Orders. When you post the Order, the system will create an Invoice and payments deposit balance which will post as a part of the Payment process. |
Note: The example above assumes that you have created a new Item with the Item ID "POD" for Payment-Of-Deposit. This is a special Item which triggers special processing in the program, the description can be of your choosing, but the ID MUST be "POD". You’ll want to make sure the item is not real, but otherwise it’s just a standard item.
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