Home > Invoices and Payments > Payment How To's > Customer Deposits
Customer deposits are used to record a payment you receive before an invoice has been created for a client. Customer deposits can then be applied to future
invoices. Customer deposits will post in the same way that payments post.
Open the client record and click Customer Deposit in the New
group on the ribbon.
Deposit window will open.
Enter the customer deposit information. Except
for the invoice number, all the information on a customer deposit
is the same as on a payment or refund. See also: Payment Reference
Click Save and
Close. The customer deposit is now recorded. Go to the client
Summary tab to view any customer
deposits the client may have. See also: Client Reference
When you have created an invoice for the client,
click Payment or Refund on the ribbon.
If the customer has made a deposit, the software will ask if you want to apply the deposit before creating another payment.
Click Yes and the Apply
window will open.
Select the deposit you want to apply to this invoice,
enter an amount, and click OK.
The deposit will now appear as a payment on the
invoice Order Detail
tab. See also: Invoice Reference