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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Jobs

Take Deposits from Customers

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You may have a job set up for a customer who needs to pay a deposit towards that job.

 

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

1.You will need to set up a new general ledger account for customer deposits. This may be something you need to discuss with your accountant first.

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

deposit stock

3.Add a job and enter the new customer deposit journal stock code, then bill the customer. You can 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 done (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 GL.

orig job deposit

 

Further information:

Job Options

Job Setups

Jobs Security

Jobs at a Glance

Add a Job

Add Comments to a 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 POs from Jobs

Create a Job from a Similar or Previous Job

Create Back order

Credit an Overcharged Customer

 

Dispatch

Handle Part Delivery of Jobs

Invoicing

Job Comment Grid

Job Footer

Job Header

Job List

Job/Order Prepayments/Refunds

Job Reports

Job Stock Grid

Jobs

Manufacturing Jobs

Mark a Job as Ready

Print a Job

Reserve Stock for a Job

 

Retail Jobs

Return from Customer

Scan Stock into Jobs

Sales Register

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

Unreserve Stock for a Job

Use Comments to Track Work in a Job

Use Stock Lookup and Select

View or Edit a Job