Did You Know You Can Take Deposit Payments From Customers And Apply Them Against Open RO's

Did You Know You Can Take Deposit Payments From Customers And Apply Them Against Open RO's

Did You Know

You Can Take Advance Payments From Customers As Deposits On Account And Those Amounts Can Be Applied To Open Repair Orders



In MaxxTraxx, you have the option to post Deposits On Account in 2 ways. One is from the Customer's Account and the other simpler and quicker way is to post it right from the Repair Order where it's needed.

Here's how you do it:
  1. Open the Repair Order that requires the advance deposit.
  2. At the bottom middle, click the "Deposit On Account" button.
  3. Inside the deposits window, click the "Add Deposit On Account" button at the bottom left of screen.
  4. Post your payment amount, payment method and input some notes for documentation.
  5. Click "Save".
  6. It's just that easy!
  7. The Repair Order and final Invoice will show the running balance owed by customer and all deposits applied will show in the body of the invoice along with any notes.
  8. Payments can also be applied and un-applied as needed. This is especially helpful if a deposit was applied to another vehicle's Repair Order by mistake, that happens to belong to the same Customer.
  9. We hope you found this helpful!
  10. More detailed Knowledge Base article with instructions and pictures can be found HERE.

As always, the Support Team is here if you have questions or need help.
Hours: Monday through Friday, 5am to 5pm PST. (Excluding Holidays)
Phone: 800-996-9777, Option #1
Or start a Chat from our website HERE

Thank You for Your Time and Have a Great Week!
-The MaxxTraxx Team

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