How to Post a Deposit to an Invoice

Deposits is a new feature that has been added that allows the user to take deposits from customers to use towards payment on services invoiced on a Work Order

Branch Window Updates for Deposits

• We have two new line items in the Branch record for deposit accounting. There is a debit and a credit line item.

Invoicing Window Updates for Deposits

• Within the Sales Document there is now a Deposits option.  

• The user can add a single deposit to the order and void that single deposit. 

•  The visibility of the button is dependent on the Show Deposit Button security being turned on in the Invoice Tab of the Security Window

When the user presses the Deposit button they will see the Add/Revere Deposit Window .They can enter a deposit amount, a payment type and comments. If there is already a deposit the Add Deposit button will say Reverse Deposit. 

When the Add Deposit or Reverse Deposit button is selected the system will post the deposit to the general ledger.