Modifying / Deleting a Customer Deposit

If you need to delete, move or modify a Deposit navigate to the Customer Invoice module within the Project.

Open

In the Customer Invoice module select the order with the applied deposit. Then select “Modify Deposit” to make changes. If this button is not activated then a Deposit has not yet been added.

Open

You can modify the deposit in the “Add Customer Deposit” window. To delete, click the “Delete” button. To move a deposit you would just delete the deposit and re-add in the correct project.

**This will not clear or update the Deposit from Quickbooks if it has already been pushed so if necessary also update or delete from Quickbooks. You can always delete and re-push. **