Adding a Customer Deposit Previous to Order Processing

Owned by Stephanie Pepper (e-manage|ONE)
Feb 21, 2023
2 min read

In some cases, it is necessary to apply a Customer Deposit previous to processing the Order in the Customer Order Entry screen. You must follow the instructions below in order to properly send over to QuickBooks:

  1. Name your Order (overwrite “New Order”) typically with your Quote #

  2. Highlight your Order

  3. Fill in the Required Fields and Select “Save” (this will apply a Job # and convert Opportunity to an Order)

  4. Select “Add Deposit” (in Order Entry or Customer Invoice Module)

  5. Fill in the Required Fields (you will need to manually calculate and enter the amount) and select “Save”