• ericta
  • Senior Member
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  • From: USA
  • Registered: 04/06/2011
  • Posts: 82

Topic: Deposit

Hi,

I'd like to put a deposit requirement (30%) in my sales order sent to my customer. Can I do that?

Thank you
Eric

  • joe
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  • Registered: 03/15/2007
  • Posts: 5,106

Re: Deposit

You can put this info on the sales order by using the comments/memo field.

Then you can simply make a deposit from your customer by using Customer Payment when receiving the money, and don't do any allocations yet.

/Joe

3 Reply by ericta (edited by ericta 05/07/2011 10:41:55 pm)

  • ericta
  • Senior Member
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  • From: USA
  • Registered: 04/06/2011
  • Posts: 82

Re: Deposit

this may be a dump question but, when can I do the allocation? after goods being delivered and invoice being generated?

In payment term setting. what is prepayment? does it allow partial payment like deposit?

Thank you
Eric

  • joe
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  • Registered: 03/15/2007
  • Posts: 5,106

Re: Deposit

You can do the allocation when the invoice is created.

/Joe