Customer deposits on an order
Choose a flow
Situation
The customer pays a deposit before delivery.
Recommendation
Record a deposit receipt linked to the Sales Order; under VAS it credits 131.
Why
Under VAS, customer prepayments sit as a credit on 131, not 3387 (unearned revenue). The deposit receipt must link to a live SO for the same customer, currency and project; it is later applied to the invoice.
Steps
- Open the Sales Order.
- Record a deposit receipt linked to it.
- Check the deposit shows on the SO.
- Apply the deposit when invoicing.
Avoid
- Post deposits to 3387.
- Take a deposit not linked to an order.
Roles & permissions
AR accountant.