Apply a deposit to an order

In this scenario, you will learn how to log a deposit the customer leaves prior to shipment of goods.

1. Create a new Sales Order as described in How to create a sales order.

2. Click the Detail tab along the left side of the page, and add products as described in How to create a sales order.

3. Click the Final tab.

   

4. On the Final page, click the Deposits tab.

   

   Note: If you do not see the Deposits tab, then this functionality has not been fully configured. See Set up a deposit invoice workflow.

5. Click Create Deposit .

   

6. Type either a deposit Amount or Percent. Note Whichever you type, the other will update automatically with the correct value. For example, if the sales order is $70, and you type 50 into the Percent box, the Amount box will automatically show 35, 

   Type an invoice Message, and then click Save.

7. On the Print Document pop-up that appears, you may choose to Print, View, Send, or Save the document, depending on your needs.
8. On the Final page, click the Deposits tab again. If you want to Allow Shipments w/o Received Deposit , then click Edit, select that check box, and then click Save.

   

Note: This procedure creates a deposit on the customer's account. As an alternative, consider using POS Deposits to leave a deposit on a specific order (commonly used in Showrooms).