Posting and Viewing Receipts Against a Stock Record

Modified on Mon, 5 May at 9:34 AM

This guide explains how to post customer payments (such as deposits or balances) against a vehicle stock record in Navigator. Although the deposit value is entered during the sales order process, the receipt itself must be posted manually to ensure accurate debtor tracking and financial reporting.

Step-by-Step: Posting a Receipt

1. Access the Vehicle Administration Toolkit

Open Navigator.
Load the Vehicle Administration Toolkit.

2. Run the Debtors Report

Click on the Reports tab at the top of the screen.
Select the Debtors Report.

The report displays a list of all deals with outstanding debt.

3. Locate the Required Deal

Find the relevant stock record in the debtors list.
Double-click the line to open the stock record.

4. Go to the Debtors Tab

Once the stock record loads, select the Debtors tab.
You will now see the outstanding balance and any payment history.

5. Post the Receipt

Click the Post Receipt button.
A pop-up window will appear.

Fill in the following details:

Field	Description
Payee Name	Enter the name of the person making the payment
Receipt Date	Defaults to today’s date (you may adjust if required)
Payment Amount	Enter the amount being received
Payment Method	Select from dropdown (e.g. Cash, Card, BACS)
Print Receipt	Tick this if you want to print a physical receipt

Once all fields are completed, click Post to save the payment.

Step-by-Step: Viewing Posted Receipts

In the Debtors tab, click the Show Receipts button.
A list of all previously posted receipts against the vehicle will be displayed for reference or reprint.

Summary

Task	Action
Locate Deal	Reports → Debtors Report → Double-click stock record
Post Receipt	Debtors tab → Post Receipt → Enter details → Click Post
View Receipts	Debtors tab → Show Receipts

Posting receipts manually ensures that deposits and payments are accurately recorded against the correct vehicle, allowing for precise debt tracking and reconciliation.