Manage a customer deposit

Use Menu > Receivables > Customer deposits to find deposits received from customers before they were applied to invoices. You can filter the list by customer, date, or status, preview or open a deposit, and then apply, refund, unapply, edit, or void it when its state permits the action.

From a customer deposit, you can edit eligible fields, apply the remaining amount, refund an eligible amount, unapply linked transactions, or void the deposit. Voiding reverses the deposit’s accounting impact and un-applies affected transactions. An action can be unavailable when the transaction is already voided, belongs to a closed posting period, or has another incompatible state.