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How Do I Take a Deposit on a Vehicle Before Acquiring It

The purpose of this document is to gain an understanding on how to take a deposit on a vehicle you don’t have in stock

 

1. Setup the Debtor: Go to Accounts- Debtors- Debtor Master File and Enter Customer Details as required

2. Take an Overpayment on their Account: Go to Accounts - Debtors - Debtor Receipts 

3. Select the Debtor Account you wish to take the payment on - Enter the Amount- Process - Select Yes to make Overpayment  

4. Select Yes For Vehicle Debtors 

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5. Acquire Vehicle: as per normal Procedure - http://service.autosoft.com.au/entries/21571910-How-to-Buy-and-Sell-a-Vehicle

6. Sell Vehicle to Customer: as per normal procedure http://service.autosoft.com.au/entries/21571910-How-to-Buy-and-Sell-a-Vehicle

7. Do a Debtor Receipt Payment when Debtor pays the remaining amount

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    Livianna

    LF- Checked 9/9/13

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