How to Record a deposit for an Estimate in Move Right

Objective

To accurately record a deposit for an estimate in MoveRight for billing purposes.

Key Steps

1. Go to the billing screen on the job in MoveRight.
2. Click on the plus transaction button.
3. Select the transaction type as “deposit” (ensure there is no invoice associated with it yet).
4. Enter the amount of the deposit.
5. Choose the payment method (e.g., visa).
6. Review the transaction details.
7. Send a receipt if needed.
8. Click on create to finalize the deposit recording.

Cautionary Notes

• Ensure that the deposit amount is accurately entered to avoid billing discrepancies.
• Double-check the payment method selected to ensure accuracy in financial records.

Tips for Efficiency

Keep track of all deposit transactions to maintain accurate financial records.

Familiarize yourself with the billing screen layout in MoveRight to navigate quickly.