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Jim2® Business Engine Help File

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Take Deposits from Customers

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There may be a job set up for a customer who needs to pay a deposit towards that job.


It is best to handle invoicing the deposit separately, ie. on a separate job/invoice.

1.Set up a new general ledger account for customer deposits. This may be something to discuss with the company accountant first.

2.Add a new stock record, Type = Journal, that points to the customer deposits general ledger account.

deposit stock

3.Add a job and enter the new customer deposit journal stock code, then bill the customer. Add any required information in the Invoice Desc. field.

deposit on job

4.Invoice the job.

5.This same stock code should then be added to the job where the actual work is being performed (and parts are being used) as a negative value to pull the deposit value back to $0 in the general ledger. The actual job/invoice for the special stock is what ultimately ends up reporting in the general ledger.

orig job deposit


How to

Add a Job

Add Comments to a Job

Add Document to Job

Add Freight to Jobs

Add Multiple Jobs

Add Stock by Multi-selection

Add Stock to a Job

Add Stock to Job When Insufficient Stock

Auto create purchase orders from Jobs

Create a Job from a Similar or Previous Job

Create a Job Template for Recurring Jobs

Create Back order

Credit an Overcharged Customer

Handle Part Delivery of Jobs

Job/Order Prepayments/Refunds



Mark a Job as Ready

Print a Job

Rent Stock to a Customer

Reserve Stock for a Job

Scan Stock into Jobs

Select Serial Numbers on a Job

Stock Availability Allocation Process by List

Stock Availability by Location on the Fly

Unlink a Job

Unmark a Job as Ready

Unprint a Job

Unreserve Stock for a Job

Use Comments to Track Work in a Job

Use Stock Lookup and Select

View or Edit a Job