How Do I Post a Receipt Against a Vehicle?

Modified on Thu, 2 Jan at 11:08 AM

Posting a receipt for a vehicle is straightforward and is done within the Debtors tab on the stock record. Follow the steps below:


Steps to Post a Receipt

  1. Open the Stock Record for the relevant vehicle.

  2. Navigate to the Debtors tab.

  3. Click on Post Receipt to open the receipt posting window.

  4. Fill in the required details:

    • Receipt Date: Enter the date of the transaction.
    • Amount: Input the amount being received.
    • Payment Type: Choose the payment method (e.g., cash, card, bank transfer).
    • Reference: Add any necessary reference details, such as an invoice or cheque number.
    • Receipt Nominal Code: Select the appropriate nominal code, such as a sales receipt or deposit.
  5. Review the details for accuracy and press Post.


Refunding a Customer

To refund a customer, follow the same process as above, but:

  • Enter the refund amount as a negative value (e.g., -500.00).
  • Ensure all other details are accurate.

Press Post to complete the refund transaction.


Tips

  • Always double-check the receipt or refund details to ensure they are accurate.
  • If you encounter issues, such as missing nominal codes or payment types, consult your accounts team or system administrator.


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