Applying a Deposit to a Specific Estimate
Once a deposit has been taken in, it can be applied to any estimate the customer has open. To apply a deposit start by opening the estimate you want to apply it to. Next click on the Finish tab.
In the Payment Detail drop-down box, select Deposit as a payment method. Notice the Red Text below the payment method drop down. “DEPOSIT(S) ON FILE FOR THIS CUSTOMER”
After you select Deposit, the following window will display. This will allow you to select the deposit(s) you wish to apply to this estimate.
Select the deposit and click OK. Next click Apply near the bottom of the Payment Detail window.
You will now see the Deposit in the Entered Payments window.
Now it is just a matter of getting the rest of the total payment from the customer when they come to pick up their vehicle.
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