Creating a Deposit on a Sales Order; Generating a Payment for a Sales Order before Invoicing

This video explains how to create and apply a deposit on a sales order in 10X ERP when you've received payment before the order is completed, shipped, or invoiced. The deposit will be held and applied to the specific sales order when invoiced.

• Find the Open Sales Order for Which the Deposit Will Be Applied
• Navigate to the "Payments" Section on the Sales Order and Click the Plus Button to Add a Payment
• Select the Payment Method (e.g., Check, Credit Card) and Input Relevant Information (Amount, Date, Reference Number)
• Confirm the Deposit; It Will Be Held Until the First Invoice Is Generated for the Order
• Once the Invoice is Created, the Deposit Will Automatically Be Applied to the Invoice