Create a customer deposit from a sales order

Create a customer deposit from a sales order to keep the advance payment linked to the order. Open Menu > Sales > Sales orders.

Before you begin

Create the customer and a sales order for that customer. The sales order must not already be invoiced, and an appropriate payment method must be available.

To create a customer deposit from a sales order

1. Open Menu > Sales > Sales orders.
2. Open the sales order.
3. Select Create customer deposit.
4. Review the customer, sales order, date, and deposit total.
5. Select the Offline payment method and enter the Payment reference, if required.
6. Select Submit.

The customer deposit retains a link to the sales order. You can apply or refund its available amount from the customer deposit. You cannot create a customer deposit from a sales order that has already been invoiced.