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DealerTeam

Cashier a Repair Order

Goal

Cashiering allows for collection of deposits, final payment and to record cash box transactions.

After reading this article you will be able to:

  • Navigate to a service repair order records
  • Cashier a service repair order

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to a Service Repair Order Record

  1. Click the App Launcher icon.

1 Print Technician Copy- App Launcher.png

 

  1. Enter Service Repair Orders in the quick find area.
  2. Click Service Repair Orders.

2 Print Technician Copy- SRO Navi.png

 

  1. Click desired Service Repair Order.

3 Print Technician Copy- SRO record.png

 

Step Two: Cashier a Service Repair Order

  1. Click the Cashier button.

1 Cashier a Repair Order- cashier new btn.png

 

  1. Fill out the Apply Payment fields. The Payment Method field is required

The apply payment section includes:

Field Description
(a) Amount Amount received on this Cashiering event.
(b) Account Related account to the Parts Invoice.
(c) Payment Method Payment Method used on this transaction.
(d) Mark as Deposit Check if this is a deposit.
(e) Apply Payment button Click to apply the payment.

2 Cashier a Repair Order- apply payment.png

 

  1. Click Apply Payment.

3 Cashier a Repair Order- apply payment btn.png

 

Note: The applied payment will be posted below.

 

  1. After applying the complete payment and the Total Due is $.00 click Post Invoice to post to accounting.

4 Cashier a Repair Order- post invoice btn.png

 

Tutorial Video: Learn how to apply payments.