How Do I Invoice A Customer Deposit?

How Do I Invoice A Customer Deposit?

Occasionally a customer will require an Invoice in order to pay a Deposit for goods on a Sales Order.

This process will work for Counter / Delivery Sales Orders and could also be utilised in a similar manner for Jobs. It is suggested as an alternative to using the standard Ostendo Customer Deposit function where no invoice is created.

Pre-requisite:

1) Create a Descriptor called 'Deposit' (Unit of measure $)

2) Create a Descriptor called 'Less Deposit Paid' (Unit of measure $)

 

Create the initial Sales Order:

1) Create a Sales Order and enter all required products and prices

2) Add two additional lines

- 'Deposit' Descriptor with a Qty of one and the Deposit Value nett of GST

- 'Less Deposit Paid' Descriptor with a Qty of minus one and the same Deposit Value as above

 

Create a Deposit Invoice:

1) Pick the 'Deposit' Descriptor line only

2) Create the Invoice

 

Create the Invoice when products are shipped:

1) Pick the Products to be supplied

2) Pick the 'Less Deposit Paid' Descriptor

3) Create the Invoice

The invoice will now show the products being charged in full, less the deposit amount already charged.

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