Add a deposit?


#1

I’ve been looking for a way to add a deposit to a workorder. When we order special parts, a customer is required to leave a deposit. And I would like this to show up on the final total. I cannot seem to find this in AyaNova.


#2

Hi

A suggestion may be to create a custom field for the workorder item perhaps labeled as “Parts Deposit” with the data type of currency.

See the AyaNova 4 Help file section on Custom Fields (URL removed as for older version no longer supported - see the latest version of AyaNova) and the How To (URL removed as for older version no longer supported - see the latest version of AyaNova) ]for an overview of making custom fields in general.

This way, if a client makes a deposit, you can enter that amount into there. And customize your report template for totals to keep a running total of that amount for the workorder and than subtract that amount from the Grand Total.

  • Joyce

#3

Great thanks! Ill give that a try.