How to record a surcharge on a sale deposit

There are 2 ways to record a surcharge against a sale deposit in Stock & Accounting, both of which are done through the New Banking screen, and are NOT recorded against the sale.

Add the deposit on the sale as per usual (do not include the surcharge amount)

Add New Reference Method

Use this method if your surcharge does NOT include GST.

1. In the New Banking screen, enter the Posting Date, Payment Type, and Client.
2. Navigate to the New Invoice/Ref tab.
3. Select the GL Account associated with your surcharges.
4. Enter a Reference, select Other Ref as the Type, and enter a Narration.
5. Click Add Ref.
   
   
   
6. Click Part Payment on the Surcharge Line, and enter the Surcharge Amount.
   
   
   
7. Bank the deposit and surcharge amount together.
   

Create/Select New Invoice Method

Use this method if your surcharge does include GST.

1. In the New Banking screen, enter the Posting Date, Payment Type, and Client.
2. Navigate to the New Invoice/Ref tab.
3. Click Create/Select New Invoice.
   
   
   
4. The Debtors Invoice screen will open, click New.
   
   
   
5. Enter all Invoice Details for the surcharge as required, click Post.
   
   
   
6. Click Select on the newly created invoice.
   
   
   
7. Bank the deposit and surcharge amount together.