Taking Multiple Payments within the Repair Order

.

Also see "Taking Payment within the Repair Order."

Service > Advisor > Repair Orders

Inside the Primary Grid:

Filter/Sort the primary grid to locate the Repair Order.
Select the Repair Order by clicking on the corresponding line.

Within the Repair Order screen:

Select the Cashier tab in the Action Ribbon.
Select the [Add Payment] button.
Click the Payment Type field in the payment line.
Select a payment type from the dropdown.
Input the payment amount in the Amount field.
Subsequent payments can be added by selecting the [Add] button. The remaining balance auto-fills the amount field and is editable.
Select the [Save] button.

· If the payment type is Cash, the number of one-hundred-dollar bills taken can be input in the Hundreds field.

· If the payment being taken is a deposit for the Repair Order work, check the Deposit box.

· If the payment type is Check, the Reference number can be edited if needed.

· Receipts are generated when payments are added and saved. If multiple payments are added and saved with different instances, multiple receipt numbers will be assigned.