Deposit within a Work Order Segment
Use the Deposit modal to accept a deposit from a customer and apply it to a work order. The deposit is tracked on the work order so you can see how much has been paid and the amount outstanding when the work order is invoiced.
If the deposit is successful, a green message appears at the top left of the screen that includes details of the deposit. The Deposit button changes to red, indicating that a deposit has been applied. If the deposit is unsuccessful, a red error message with a warning icon appears.
See also: How to Collect a Deposit and Deposit: Equipment and Work Orders.
Prerequisites: You must configure a deposit part number for each location before the Deposit button is available on a work order. See Deposit: Equipment and Work Orders.
To open the Deposit modal, navigate to Product Support > Service > Work Orders, open a work order, click the Segments tab, then click Deposit.
Deposit modal
Tip: As a best practice, dealers should not share Point-of-Sale devices and should associate each device to a separate computer for customer processing. If this is not possible, dealers should ensure that multiple customers are not being processed through a single Point-of-Sale device at the same time when a signature is required. IntelliDealer prompts the customer for a signature on the Point-of-Sale device when required, and it is important that the correct signature is associated to the correct invoice.
Note: Signatures collected via these devices are completely independent of VESign.
The fields on the Deposit modal are:
| Field | Description |
|---|---|
| Pending Invoice Total | Displays the total amount of the work order that has not yet been invoiced. |
| Previous Deposit Total | Displays the deposit amount already applied to the work order. |
| Add To Deposit | Enter the amount to add to the deposit. |
| Cash Code |
Select the cash code for the deposit. Internal Accounts Receivable cash codes are not available when accepting deposits. |
Use these buttons to complete your work on the Deposit modal:
| Button | Function |
|---|---|
| Continue | Applies the deposit to the work order. This button appears when Print Deposit Receipt is not selected in deposit configuration for the location. |
| Continue and Print Invoice | Applies the deposit to the work order and prints a deposit receipt. This button appears when Print Deposit Receipt is selected in deposit configuration for the location. |
| Close | Closes the Deposit modal without applying a deposit and returns to the Segments tab. |