PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Payments and Refunds > Payment How To's > Customer Deposits
Customer Deposits

    
NOTE: This feature is available in the Standard, Professional, and Enterprise versions of both Spectra and myStratus Desktop.

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. See also: Accounting

Creating a Customer Deposit

  1. Open the client record and click Customer Deposit in the New group on the ribbon.

  2. The Customer Deposit window will open.

  3. 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: Features of Payment and Refund Records

  4. 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

Applying Customer Deposits

  1. When you have created an invoice for the client, click Apply Deposit on the ribbon.

  2. The Apply Customer Deposit window will open.

  1. Select the deposit you want to apply to this invoice, enter an amount, and click Apply.

  2. The deposit will now appear as a payment on the invoice Order Detail tab. See also:  Invoice Reference

Refunding Customer Deposits

  1. Open the client and go to the Summary tab.

  2. Find the deposit in the Financial Transactions list and double-click to open it.

  3. Click Refund This Deposit on the ribbon.

  4. The Refund Customer Deposit window will open.

  5. Complete the Refund Method and Amount.

  6. Click OK when finished. The software will automatically create the refund and a $0 invoice. Both the original deposit and and refund will be applied to the new invoice so no deposits remain outstanding.



See also


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