Adding a Customer Deposit Previous to Order Processing

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 #
   
   

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2. Highlight your Order
   
   

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

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

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

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