Deposits received before sending invoice to customer?

nicolad80 · ‎March 10, 2021

Hi there,

If I raise an invoice after the customer has paid the deposit and send the invoice showing this. Where would I allocate the deposit to? For example, invoice total is £100 less deposit of £10, so total due on invoice is £80. However total payments received are still £100. Would I have to raise a separate deposit invoice, to allocate the payment to? I'm just wondering if there is a way to show both payments received against the same invoice, rather than having to raise more paperwork?

Many thanks

John C · ‎March 11, 2021

Hi nicolad80 If you have created a deposit for the amount that the customer has forwarded to you( in the top left +new- bank deposit section), you would edit that deposit by entering the debtors/account receivable account in the account column within the 'add funds to this deposit' section also ensuring that you have entered the customers name in the received from column. You can then create the invoice and when you select receive payment you'll be able to attach the deposit to the invoice.

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John C · ‎March 11, 2021

Hi nicolad80 If you have created a deposit for the amount that the customer has forwarded to you( in the top left +new- bank deposit section), you would edit that deposit by entering the debtors/account receivable account in the account column within the 'add funds to this deposit' section also ensuring that you have entered the customers name in the received from column. You can then create the invoice and when you select receive payment you'll be able to attach the deposit to the invoice.

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Deposits received before sending invoice to customer?

Deposits received before sending invoice to customer?

Deposits received before sending invoice to customer?

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