Create a customer deposit

Create a customer deposit when you receive money from a customer before applying it to an invoice. Open Menu > Receivables > Customer deposits.

Before you begin

Create the customer and make sure an appropriate payment method is available. The customer does not need an invoice when you record the deposit, but an eligible transaction is required before you can apply it.

To create a customer deposit

1. Open Menu > Receivables > Customer deposits.
2. Select Create customer deposit.
3. Select the Customer.
4. Enter the transaction date and, if needed, a memo.
5. Select the Offline payment method and enter the Payment reference, if required.
6. Enter the deposit total.
7. Select Submit.

The deposit is saved with its amount initially unapplied. You can apply it to an eligible transaction or refund the remaining amount.