Car Sales & Purchase Payments
To make a car sales payment (sales or purchase) you will need to do the below:
Sales Payment
A sales payment can be made on a vehicle by:
- Click into Car Sales
- Click into Stock Management
- Enter the Stock Number
- Click on Sales
- Click on Payment
- You may need to select the posting period if you are in a split period
- You will then be presented with the screen below
- Enter the value you want to post into the Payment field
- If the payment has been part of the deposit then you can tick this box so it will show in the deposit field on the order and invoice, if not leave it unticked
- Click on Post
- Click Confirm? Yes
- The MOP (Method of Payment box) will then appear where you will need to select how the payment was made
- Once entered Click on OK
- This will then show on the 'Financials' tab the payment that has been allocated to the vehicle
Purchase Payment
To make a purchase payment onto a vehicle, you can do this by:
- Click Car Sales
- Click Postings
- Click Purchase Payments
- You may need to select the posting period if you are in a split period
- Select if the payment has been made by 'Direct Debit', 'Cheque', or 'Cash'
- Enter the Value of they payment in the Payment field
- Enter the Stock Number
- You can do multiple vehicles if you have paid by the same MOP
- Once all have been entered, Click OK
- You can then Enter a reference number
- All Details Entered? Click Yes
This will then show on the 'Financial' tab on the vehicle stock record
Car Sales Posting Payments.mp4
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