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Evo-ERP and DBA Classic >> Sales >> Adding a downpayment to an invoice
http://www.istechforum.com/YaBB.pl?num=1055946393

Message started by biloxigirl on 06/18/03 at 08:26:33

Title: Adding a downpayment to an invoice
Post by biloxigirl on 06/18/03 at 08:26:33

We get 1/3 down on our orders. I create the invoice for the full amount and in the notes I put how much the 1/3 payment is. I am getting ready to invoice the same customer now for the 2/3 due.

Is there a way to show on the invoice the 1/3 down so that my total at the bottom of the invoice is the 2/3 due?

Title: Re: Adding a downpayment to an invoice
Post by Karen Mason on 06/18/03 at 08:52:25

If you do not have to issue an invoice for the downpayment, then you can input it into A/R through
AR-N. When you issue the final invoice, you will be asked whether you want to apply the deposit. You can select any dollar amount from the customer deposit. When you print the invoice, it shows the total original amount, then there is a line with the deposit, then the balance. Looks real clean. Try it in a test company.

I really like the way DBA handles these deposits. Much less cumbersome than my other system!

Title: Re: Adding a downpayment to an invoice
Post by Chas99 on 06/18/03 at 08:53:28

We have similar invoices. If you use sales orders then you can enter a deposit via AR-N. When you go to issue the invoice you will be able to apply part or all of that deposit to your invoice.

Title: Re: Adding a downpayment to an invoice
Post by biloxigirl on 06/18/03 at 09:22:09

Thank you very much!! We do use Sales Orders and I just went in and linked the deposit to the SO...it works great!

Thank you both for your help! :D