Service POS Operations - Flipbook - Page 73
STEP 5
To record payment details if the invoice is a cash sale (i.e. cash/cheque/credit card
etc) click on the 8Payment9 button
This will open the payment detail box which is competed as follows:
Field
Description
Amount
Enter the amount paid. This may be the full amount or a part
payment
Date
Invoice date. Defaults to the current date and can not be
amended.
Reference 1
Numeric only field. Default value is 0. Could be used to record
cheque No. etc.
Reference 2
Alpha-numeric field commonly used to enter the users initials
or authorisation codes.
Payment code
Use the drop down to select the method of payment.
Posting to
Accounts
If the customer is present at the time of invoicing, leave the
8Process9 radio button selected. This will allocate the payment
against the invoice at the point of invoicing. If the customer is
not present, use the 8Hold9 option. This will post the payment to
a deposit account until the customer makes payment. In these
cases, the payment is finalised and allocated once the
customer has made payment. See section 14 8Check Out9 Step
3 for this operation
Once the details have been entered, click OK to return to the Action box where details
of the payment are now displayed.
The invoice can now be printed by clicking on the 8Print9 button in the invoice area.
Invoicing
05.005.01.L1 – srew 08/08
Note: The
recording of cash payments is an optional feature and therefore may not Page
be 73 of 228
available for those dealers choosing not to use it.
