Deposits

Deposits can be applied to Jobcards, Sales Orders and Backorders. They can be applied to a blank document (no stock lines assigned yet), they can be a part payment, payment in full or over the value of the job.  

In the event you accept backorders on Sales Invoices, where a backorder will be created, the remaining deposit will carry over to the backorder and continue to do so until fully redeemed. Deposits are only redeemed during finalisation of an Invoice. There are several ways to access the sales entry screen, this includes the Sales module, Customer Relationship and Scheduler. 

Setup Parameters
Select Administration on the ProfiitPlus Main menu, go to System | System Defaults. Click on the Sales tab. You will see at the bottom of the window a Customer Deposits box. Double click and select your desired GL account.

Jobcard

Start a Jobcard.  From the Header or Item Detail tabs, click the Deposit button.  Enter the Payment Amount, this can be the total of the sale or a part payment. Select tendering type, select Receipt type, click OK to finalise payment. 

NOTE:

• Payment date can be amended if applying a payment received on a previous day. 
• Split payments are accepted. 
• Gift or store cards can be used, these are restricted to one voucher per deposit.  
• Loyalty points cannot be used for deposits. 

Learn More

To read the full article on Deposits on Jobs and Orders, go to our Client Portal.

Want a training session on Deposits and Sales Order workflows? Call or email the Foresiight team to book in a training session with one of our consultants.