Making a Deposit with a Credit Card
Kevin was asked how to make a Credit Card deposit on an Order Entry Work Order - here is how you do it:
- First, you should know that whenever you are trying out something new - like in this case, setting up work orders and learning how to take a deposit - you have available to you the DEMO company to practice on. Practicing there is always a good idea, as well as making a back up of your data beforehand.
- Ok, to begin taking Work Orders, you first have to turn Work Orders on. Open Order Entry module, click Options > Module Preferences. Check both the “Allow Work Order” checkbox, and the “Allow Deposit” checkbox:
- Now open the Enter Orders sales window, and change the transaction type to ‘Work Order’.
- Selecting Work Order will activate the Deposit button. Change the Payment type to AR Charge. Fill out the Work Order details, then click the Deposit button.
- Clicking the Deposit button opens the OE Deposit Entry window - enter the deposit amount, select Credit Card as the Tender, and click Save.
- Now just authorize the Credit Card like you normally would - and your done.
Kevin
System Trainer
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