Posting Received Payments or Deposits from a Customer Before Invoicing a Workshop Job

To record money received from a customer, such as a deposit, for a workshop job before issuing the invoice, follow these steps:

1. Post Receipt Against the Job:

   • Within the workshop job record, use the Post Receipt option to enter the payment or deposit amount.

2. Impact on Till Receipt and Invoice:

   • The posted amount will be reflected on the till receipt.
   • When you generate the invoice for the job, the payment or deposit amount will be automatically deducted from the total invoice value.

Example: For instance, if you post a payment of £100 as a deposit, this amount will be shown as a reduction on the proforma invoice, decreasing the overall invoice amount by £100.

This process ensures that any payments or deposits made by the customer are accurately recorded and applied to the job before final invoicing.

In the below example we posted £100, the proforma shows this being reduced.