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Customer deposits are used to record a payment before you create an invoice. Customer deposits can then be applied to future invoices. Customer deposits will post in the same way that payments post (see the "Working with Accounting Features" chapter for more information).
Open the client record and click Customer Deposit in the New group on the ribbon.
The Customer Deposit window will open.
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 the "Features of Payment and Refund Records" topic for more information).
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 the "Features of Client Records" for more information).
When you have created an invoice for the client,
click Apply Customer Deposit.
The Apply Customer Deposit window will open.
Apply Customer Deposit
Select the deposit you want to apply to this invoice, enter an amount, and click Apply.
The deposit will now appear as a payment on the invoice Order Detail tab (see the "Features of Invoice Records" for more information).
