Applying payment to sales order

[JidLar]

Our business is in manufacturing products.  I create sales orders for customers after they have been quoted.  Before I deliver the product I usually get a deposit. I would like to apply this payment to the sales order before converting it to an invoice because by time the products are delivered, the customer usually makes a few changes or additions.  I only want to convert this order to an invoice when the products are delivered and show the deposit.

[elk]

Sadly, it is not possible to apply payments to a sales order, you can only apply the payment once you convert it to an invoice. Once you create the invoice, you can apply a full or a partial payment.

NCH Software formally takes suggestions or feedback about products through the form at http://www.nch.com.au/suggestions/

[JidLar]

• OK, Thanks. Is there a way to reverse an invoice or do a return and credit the customer back their payment?

[GRH]

You could try making a 'payment on account' to the customers account. When the full invoice is entered the POA will reduce the balance owing. Sending a statement with the invoice will make it clear what the amount owing is.