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New Sales Invoices

  • Create new for POS for Record Type = Parts.

  • Or created from a Sales Order for Record Type = Service or Trailer

POS Payment

  • Can be collected for all 3 record types, and for both invoice and credit memos.

  • For Parts, service, POS Amount must equal to the Remaining Amount

  • For Trailer, POS Amount can be less than the Remaining Amount

Exchange or Credit Memo

  • Apply the credit memo to an invoice first.

  • Then create a negative POS for the balance.