NOTE: This feature requires the Standard, Professional, or Enterprise version of myStratus Web.

Customer deposits are used to record a payment you receive before an invoice has been created for a client. Customer deposits can then be applied to future invoices. Customer deposits will post in the same way that payments post.

Creating a Customer Deposit

1. Open the client record and click Customer Deposit in the New group on the ribbon.
   
   

2. The Customer Deposit window will open.
   
   

3. Enter the customer deposit information. Except for the invoice number, all the information on a customer deposit is the same as on a payment or refund. See also: Payment Reference

4. Click Save and Close. The customer deposit is now recorded. Go to the client Summary tab to view any customer deposits the client may have. See also: Client Reference

Applying Customer Deposits

1. When you have created an invoice for the client, click Payment or Refund on the ribbon.

2. If the customer has made a deposit, the software will ask if you want to apply the deposit before creating another payment.
   
   

3. Click Yes and the Apply Customer Deposit window will open.
   

4. Select the deposit you want to apply to this invoice, enter an amount, and click OK.
   
   

5. The deposit will now appear as a payment on the invoice Order Detail tab. See also: Invoice Reference