Cancelling a Deposit on an Order Entry Document
Cancelling an Order Entry Deposit
To cancel a deposit simply
open the Invoice/Repair Order from the WIP screen and delete all lines on the
invoice except for any deposit lines.
Note: One way to highlight
multiple lines on an order entry document is to place your mouse in the item
number field of the first line you wish to delete and then click your mouse and
drag it down to highlight the lines you wish to delete
Sell the document and
tender the negative amount to the appropriate tender method that you have used
to return the deposit to the customer.
If you have any queries regarding Cancelling a Deposit on and Order Entry Document in COSTAR, please contact the Support Desk.
Related Articles
Taking a Deposit on an Order Entry Document
Taking a Deposit on a Repair Order If your customer pays a deposit for a job, the transaction needs to be recorded in COSTAR. On the Repair Order add the code DEP and the amount that they have paid. COSTAR will change this value to a negative amount ...Deposits on Exchange Parts
This help file explains the processing of Deposits on exchange parts from a supplier. That is, when you purchase parts and are charged a deposit that will be credited back to you when you return the old part that was being replaced. Step ...4 for 3 Promotion (Purchasing & Selling)
From time to time Suppliers will offer a promotional campaign for consumers to purchase three tyres and get the fourth tyre at no cost (FREE!). This document outlines the setup and operational procedures that should be followed so you properly ...Document Delivery Methods.
While not strictly part of these documents it is an area of COSTAR that allows you to define how and where each document type is delivered for each of your customers. By default, your new clients have all the document delivery methods set to Print. ...Marking a Repair Order as Completed
Repair Orders and Invoices have a checkbox that allows your technician to mark a job as Completed. If the work on a Repair Order is completed (i.e. just waiting for the customer to pick up the vehicle), clicking the "Completed" box changes a status ...