68 lines
3.7 KiB
HTML
68 lines
3.7 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Taking Deposits on Customer Orders</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<object id="hhctrl" classid="clsid:ADB880A6-D8FF-11CF-9377-00AA003B7A11" width="0" height="0" vspace="0" hspace="0" border="0" type="application/x-oleobject"></object>
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<style title="hcp" type="text/css">
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<!--
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font.hcp1 { font-weight:bold; }
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span.hcp2 { font-weight:bold; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Take a Deposit on a Customer Order</p>
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<p class="Help-Text"><a href="so10.htm">View Deposit History</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="so09.htm">Refund Deposits</a></p>
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<div>
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<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
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</div>
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<p class="Help-Text">When making a deposit on a customer order, a customer is, in essence, purchasing deposit credits that can later be used to pay for the merchandise/service purchase. Thus, receiving a deposit is an activity <a class="popupspot" href="JavaScript:hhctrl.TextPopup('Deposits are reflected on your cash drawer (X/Z-Out) reports as money taken in and on the Deposit Detail report, but the sale of the ordered items doesn/'t show up on your merchandise sales reports until the sale is recorded on a receipt. ','Arial,10',30,10,00000000,0xc0ffff)" style="color: #008000;">tracked on reports</a> but is not a merchandise sale. A virtually unlimited number of deposits can be recorded for each customer order.</p>
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<p class="Help-Text">You can configure Point of Sale company preferences so that a <a href="../qbpos_company_preferences/sysprefs11.htm">minimum initial deposit is suggested or required</a> on new customer orders.</p>
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<p class="Help-Info-Line">To take a deposit:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps"><a href="custorder_create.htm">Create</a> a new order or display an existing order.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp2">D</span><font class="hcp1">eposit/Payment</font> from the I Want To menu.</p>
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</li>
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</ol>
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<p class="Help-Indent">The Take Deposit window is displayed. If this is the initial deposit and there is a suggested or required minimum deposit amount, it will be auto-filled.</p>
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<ol start="3">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Enter an amount or accept the suggested/required amount.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp2">OK</span>.</p>
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</li>
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</ol>
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<p class="Help-Indent">The deposit receipt Payment screen is displayed.</p>
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<ol start="5">
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<li class="p-Help-Steps">
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<p class="Help-Steps"><a href="../qbpos_recording_sales_and_returns/receipt1014.htm">Take payment</a> and save/print the deposit receipt.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="custorder_edit.htm">Edit customer orders</a></p>
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<p class="Help-Text"><a href="custorder_reports.htm">Customer orders on reports</a></p>
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<p class="Help-Text"><a href="../qbpos_qb_data_exchange/qbfs_deposits.htm">How deposits are sent to QuickBooks Desktop</a></p>
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<p class="Help-Text"><a href="../qbpos_company_preferences/sysprefs11.htm">Preferences for customer orders</a></p>
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</body>
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</html>
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