Question
When completing Parts End of Day, how do you complete Cash On Delivery?
Answer
Within the Parts Sales Invoice screen, you are given the option to select Deliver. This is only available if Distribution is enabled.
If this option is selected, and the customer opts to pay on delivery, they need to be dealt with separately in the End of Day Report.
The Day Book report will show all invoicing, including any invoices that are Cash on Delivery (COD).
If you go into Parts > Reporting > End of Day
See the Day book, after selecting pay on delivery only the COD invoices will be shown.
You have two options on how you can pay the cash on delivery. If you double click on the line this will open up an new window which will allow the payment to be made.
The second option is the at the bottom of the Day book screen under, the cash payment breakdown.
If you select this it will only show the COD payments to deal with. (This is helpful if you have multiple COD payments to deal with)
Again, you just simply double click the line to make the payment.
If you are not ready to pay some of the COD on delivery you can just ignore these and when completing the end of day you will be asked the following.
Saying yes will move the remaining COD to the next end of day.
Saying no will take you back to the Day book 'Pay COD' screen.
For any unpaid payments, an email is sent to the address set within Parts > Distribution > Parameters > General