A new memo for ZERO / LOW deposits is now available to store within a consultation.

Once a new consultation has been added into Traveller, click into the payment entry screen

Enter 0.00 into the VALUE field

The TYPE will automatically fill in with DEP

Select your payment METHOD

And then tick the LOW DEPOSIT box and press OK

A new low deposit box will pop asking for:

full value of deposit to Operator - add in the amount of deposit which needs to be paid to the Operator.

date remainder of deposit due from client - a calender allows you to save the date when the client will need to pay the full deposit by.

Then press OK to carry on the payment process.

The next screen in the normal payment summary screen, but the difference being, it show 0.00 payment yet still produces documentation.

Once you press OK at this stage, the ZERO/LOW deposit payment will confirm.

It will then ask if you would require a nil value credit card document

All documentation will then be stored in the same way, within your document entry screen.

As you can see below, this zero deposit booking has now produced

- A zero deposit letter stating how much is due and when

- An office copy of the zero deposit agreement

Now the new LOWD memo type will store in the memo screen, and will show the outstanding deposit amount.

If you need to amend the amount of deposit due from the client, for whatever reason you can amend the amount by clicking on VIEW/AMEND and simply manually typing over the amount in the subject box.

There is also a facility to add a note below, stating why the change was made.

Once this screen has been completed press OK, and it will take you back to the main memo screen within the consultation.

The new deposit amount has now been updated and stored in the memo.

Once the deposit is ready to be paid off, just click into the payment screen as normal.

Add the £300.00 within the VALUE field

ADP will automatically feature in the TYPE field, as additional deposit payment.

Then just chose the payment METHOD

Press OK.

Now the saved memo, has updated to say - PAID. and will amend the actioned to YES.

LOWD memo types will also feature on the -

Diary, Mailshot & Memo selection.

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