This article is for DeskManager 11. For DeskManager Online see Collecting Deal Payments.
To collect a payment first open up the deal and click on the Payments tab.
Click the Collect Payment button.
Be sure to enter the correct date in the Date Rcvd field. This is especially important when it comes to Buy Here Pay Here payments.
The Applies to field will try to collect an uncollected Down Payment first, then any uncollected Deferred Payments, followed by any uncollected Payments. If you have a third party financed deal DeskManager will look for the amount due from the finance company when selecting the Payment category. If you have a Buy Here Pay Here deal DeskManager will look for any uncollected periodic payments by default when selecting the Payment category.
Now enter the amount collected if it differs from what DeskManager is expecting.
Feel free to enter any notes in the Notes field. This field is optional.
Next choose how the payment was paid (such as Cash, Credit Card, ACH, etc.) and enter a reference number. These fields are optional as well.