How to Apply a Deposit With a Deposit Invoice

1. Generate a new document, enter the sale information and customer information and click "Open".

2. Click the Misc tab and Enter the description, such as New Equipment Deposit.

Enter the amount of the deposit into the Sell field.

Select the "Deposit" type of sale from the drop down menu.

3. Click "Add Misc Entry"

4. Click "Invoice" to close the deposit invoice.

5. Once the Deposit invoice has been invoiced to the customer, locate the associated document the deposit would be applied to and click the "Misc" tab.

6. Enter the Misc line item details to reflect the deposit already paid by the customer, follow these steps:

1. Add Description: Enter a description that clearly indicates this line item is related to the deposit. For example, "Deposit Applied" or "Deposit Deduction."

2. Sell Price:

   • Enter the sell price as a negative amount. This will subtract the deposit from the total invoice, reflecting that it has already been paid.
   • Example: If the total deposit is $500, enter -500 in the sell price field.

3. Type of Sale: chose the deposit type of sale from the drop down menu.

4. Click "Add Misc Entry"

5. Remaining Balance: After the negative deposit is entered, the remaining balance will automatically be calculated on the invoice, showing the customer how much is still owed.

7. Ensure all line items and information are correct on the associated sale document and Click "Invoice".