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How to convert a legacy job or layaway deposit into a prepayment.
How to convert a legacy job or layaway deposit into a prepayment.
Chris Minassian avatar
Written by Chris Minassian
Updated over a week ago

In order to attach and utilize legacy job or layaway deposits on layaways or jobs you will need to convert them to prepayments.

The first process is to remove the legacy job or layaway deposit from the client

  • Open the customers contact detail view.

  • If the client has a legacy job or layaway deposit it will be listed on the contacts detail view.

  • To remove the legacy job or layaway deposit click on the Gear icon and choose the option to remove and redo the legacy job or layaway deposit.

  • Type the deposit amount to remove.

  • Click the Proceed button which will save the record with the change.

  • The client should now have zero legacy deposits and is ready for you to recreate the deposit.

Now that the deposit is removed you can recreate it as a prepayment.

  • Click on the plus icon and choose the Record New Prepayments option.

  • Fill in the the fields you require and backdate this to the date of the layaway or job.  In the reference field we recommend you input the job or layaway number this is for.

  • Click into the For field and search for your job or layaway you would like to attach the prepayment to.

  • Enter a qty of 1 and the amount of the payment.  You can also have BusinessMind calculate the tax rate on the payment or simply select No Tax. (if you do not see a no tax option please email support@dcit.com so they can assist you).

  • Enter the payment type in the description and make a note that this is a legacy deposit then click save icon to save. 

  • This will save the prepayment and attach it to the job or layaway.

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