Display the Customer Deposit as a Line Item on Sales Order

 

Here are the steps to show the deposit as a line entry in a sales order form:

 

1. Create a Payment type item.

--- Navigate to List > Accounting > Items > New > click Payment.

--- Enter an Item Name.

 

Note: This item will only be used on Sales Orders so any account associated with it will not have any impact at all since Sales Order is a non-posting transaction.

 

2. Edit the Sales Order where a Deposit has been entered into.

--- Click Edit button on the Sales Order.

--- Navigate to the Items tab.

--- In the last row, add the item created from step 1.

--- Type in the amount of the deposit in the Rate field and place a negative sign before the amount.

--- Click Save.

 

Note: Make sure to remove this line item on the invoice when billing the customer.