Taking a Deposit for a Purchase Order

If the customer is making a deposit on the order, click the button. The following window will appear.

The Deposit Amt will default to the entire amount of the order, including tax. If the customer is not paying the entire amount as the deposit, change the Deposit Amt as applicable and click the Save button. Refer to 'Saving the POS Transaction' for information on collecting the deposit and saving the customer order entered at POS. If the customer order is not being entered at POS, refer to 'Saving the Customer Order' for information on collecting the deposit and saving the customer order.

Note: Once the order is saved, the amount entered as the deposit will be saved to the customer's account as a credit invoice. The credit may then be applied to the order when it is invoiced. If a Bill To account was selected, the credit invoice will be saved to the account selected as the Bill To.