Adding a Deposit
Select the correct order and select Add Deposit in the Customer Invoice module (or Order Entry).
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If the Order was set with a Deposit set of Terms of Sale the percentage should automatically fill in but can be overridden if necessary. The Amount can be adjusted as well if necessary. Fill in the Rec. Date, Paid By, Ref #, Account and select Save.
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Split Deposit Functionality on Order Entry Window Window
When moving order line items to a new order (to bill customer for a subset of items now) and the order you are moving items from has an existing deposit, e-manage will ask you if you want to split the deposit between the two orders. Saying yes will pop up the Split deposit window which will use the percentage of the order that the new items make up as it’s percentage for the new order.
Users can split the deposit manually by percentage or dollar values.
Deposits can be split at any time, even after sending to QuickBooks.
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See this section here on how to push this Customer Deposit over to QuickBooks using the e-manage|ONE QuickBooks Integration Application.
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This section here covers our recommendation on how the Deposit should be recorded in QuickBooks. |