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Sales Invoicing

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Chapter 10    Remittances and Deposits
On an invoice, the Payment button allows you to enter the customer's payment method.

By default, no payment is made, and the invoice is posted to the customer's account.

If it is a CASH invoice, some form of payment must be made for the invoice to be saved.
Clicking one of the buttons will place the full amount into that account.

You can split the total amount into the available payment options if needed.
Any amount exceeding the TOTAL will be considered change.

Deposit buttons can be configured in ADMINISTRATIVE SETTINGS
OPERATIONAL BEHAVIOR section to activate the buttons
and in the CUSTOMER CLASSIFICATIONS section for G/L accounts.
On an order, this button will be named Deposit

Its operation is identical to that of an invoice except that:
An account is required, and upon saving, a Deposit Receipt will be created to credit the deposit to the customer's account.

Therefore, a deposit cannot be accepted for a CASH customer.

In order mode, a deposit receipt will be automatically created for each deposit added when modifying the order.

If a deposit already exists, a "List of Deposits" section will appear on the left, allowing you to view the deposits received.

INVOICE SETTLEMENT UPON IMPORTED ORDER WITH DEPOSIT

For the settlement of an invoice created by importing an order
or work order, a deposit may be required.
The section with the DOCUMENT REFERENCE heading will indicate
if a deposit has been made on the order or work order.
By clicking the list of deposits, you can view the deposit receipts.
If a deposit exists for the REFERENCE,
when you click the SETTLEMENT button, you will see the applicable deposit amount
and the remaining amount due.
By default (NO SETTLEMENT)
the amount will be credited to the customer's account as usual.
The difference due will be the customer's account balance.
If the remaining amount is paid in full,
you will see a mention of the deposit applied with the deposit amount credited to the account
To balance the charge - credit to the customer's account.
If an amount greater than the remaining balance is paid,
you will see the change and a note indicating the deposit applied
with the deposit amount credited to the account
to balance the charge - credit to the customer's account.