How to Post a Deposit to an Invoice

Modified on Tue, 30 Apr 2024 at 04:57 PM

  • Deposits is a new feature that has been added that allows the user to take deposits from customers to use towards payment on services invoiced on a Work Order

  • Branch Window Updates for Deposits

    • We have two new line items in the Branch record for deposit accounting. There is a debit and a credit line item.

  • Invoicing Window Updates for Deposits

    • Within the Sales Document there is now a Deposits option.  

    • The user can add a single deposit to the order and void that single deposit. 

    •  The visibility of the button is dependent on the Show Deposit Button security being turned on in the Invoice Tab of the Security Window

  • When the user presses the Deposit button they will see the Add/Revere Deposit Window .They can enter a deposit amount, a payment type and comments. If there is already a deposit the Add Deposit button will say Reverse Deposit. 

  • When the Add Deposit or Reverse Deposit button is selected the system will post the deposit to the general ledger.

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