WIP Deposits?

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WIP Deposits?

Post by certified car care »

How do I find out my total deposits on work in progress orders?
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MRISICH
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Re: WIP Deposits?

Post by MRISICH »

open the order (order tab), click on the options button (lower right) Click Apply Payments button, then History button
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timbre4
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Re: WIP Deposits?

Post by timbre4 »

Welcome to the forum and thanks for your question.

Your local rep has asked this on the rep discussion board as well. I'm sure the forum regulars can comment on this question wuth their perspective.

Export to Excel may be the best way to accomplish this if it's going to be a repeat query you want to know on a regular basis. (we have documentation for Manager 5.9 or SE)
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ricmorin
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Re: WIP Deposits?

Post by ricmorin »

Welcome to the Forum certified car care.

Another option is simply click on the Customer tab and take a peek at the Payment Status window at the upper right. The Credit field should show the total, unless that customer has mulstiple open orders with payments on more than one order, which is highly unlikely.
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Silky7
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Re: WIP Deposits?

Post by Silky7 »

This could be very simple if your WIP is relatively uncluttered. Try running your WIP (under the Management tab) and your Cash Receipts on Deposit (Accounting) and cross-referencing those. Should be to generate a total from there.
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