Sales Order - Pre-payments / Deposits

Sales Order - Pre-payments / Deposits

Sales Order Pre-payments and Deposits (pre-invoice) 

Payment may be received when customer orders have not yet been invoiced. This process allows companies to associate a payment (which could be a deposit, a pre-payment or other) with a sales order and ultimately be applied to the invoice.

To record a pre-payment/deposit:

  1. Navigate to the Sales Order for which the pre-payment/deposit is being made.
  2. Click Generate and choose Prepayment. A cash receipt is displayed.
  3. Enter the Payment Method and Ref number, if applicable.
  4. Choose the appropriate choice for the UNDEPOSITED BANK ACCOUNT toggle.
  5. Enter the pre-payment amount in the Unapplied field at the bottom.
  6. Click Save to save a draft or Post and Close to finish.


Generating a Prepayment




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