These steps are not valid if the the Deposit has already been sent to QB.
IMPORTANT: You must remove the deposit from the original transaction, in order to edit the deposit.
1. Access the original transaction
2. Click Remove Deposit(s) from Deposit Menu
3. Double-click the deposit to be changed
RESULT: The Remove Deposit Message, shown below, will display. This indicates the deposit is still in EverLogic, assigned to the Customer's Name.
4. Click Yes
5. Navigate to the Office Operations and select Search Deposits
2. Locate the Deposit in question
3. Double-click to open the Deposit Window, notice the columns listed below;
-
- Is Active shows marked
- Applied To shows blank
- Is Used shows "0", meaning "no"
4. Click the Vendor Button, this will clear the Customer's name from the Deposit Form
5. Select the Customer Button,
6. Click option "Click to Add Payer"
7. Search for an existing Customer or click "New" to add a new Customer
8. Select the Customer and their name will display on the Deposit Form; the deposit is now assigned to that Customer
9. Save
10. Return to the original transaction and click the X Button next to Customer Name
11. Click to Add Customer
12. Search for Customer and double-click to select
RESULT: The Customer Deposit Message will appear.
13. Click Yes
RESULT: The new Customer Name will appear on the Transaction and the Deposit Search Screen will display the Transaction Number.
Note: Payments taken as a deposit are always sent to QuickBooks individually, same day as the transaction is keyed in EverLogic, as Undeposited Funds. Payments, not keyed as a deposit, on a Repair Order or Invoice are sent to QuickBooks on the EOD, the day the Repair Order and Invoice is closed.
Related Articles:
Customer Association "Co-Customer"
How to Locate / Re-activate a Deleted Customer
Create Customer Prospecting Statuses
Using Customer Prospecting Statuses
Moving a Deposit Between Customer Accounts
Update Customer's Address Zip Code, using the "plus-four code"
Customer Follow-Up Reminders Set-up