Take Deposits from Customers |
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There may be a job set up for a customer who needs to pay a deposit towards that job.
It is best to handle invoicing the deposit separately, ie. on a separate job/invoice. 1.Set up a new general ledger account for customer deposits. This may be something to discuss with the company accountant first. 2.Add a new stock record, Type = Journal, that points to the customer deposits general ledger account. ![]()
3.Add a job and enter the new customer deposit journal stock code, then bill the customer. Add any required information in the Invoice Desc. field. ![]() 4.Invoice the job. 5.This same stock code should then be added to the job where the actual work is being performed (and parts are being used) as a negative value to pull the deposit value back to $0 in the general ledger. The actual job/invoice for the special stock is what ultimately ends up reporting in the general ledger. ![]()
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