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 



5. Acquire Vehicle: as per normal Procedure -

6. Sell Vehicle to Customer: as per normal procedure

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


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    LF- Checked 9/9/13

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