Receiving a Deposit for a Sales Order

How to: Receive a deposit for a sales order.

Environment: Comsense Enterprise

Procedure:

*Note: You can receive deposits for open and released sales orders.

In the Sales Order window:

  1. Click Payment
    • The Customer Payment window will open
Click image to enlarge
Sales Order window; shows the location of the Payment button in the top toolbar.
Image 1: Payment Button

In the Deposits pane:

  1. Select the payment method
  2. Select the date
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Customer Payment window; shows the selected payment method and payment date.
Image 2: Payment Method & Date Fields
  1. Enter the deposit amount
  2. Enter the authorization
    • I.e.  the check # or credit card authorization #
Click image to enlarge
Customer Payment window; shows the payment amount and an authorization example.
Image 3: Deposit & Authorization Fields
  1. Enter any applicable notes
    • E.g. the reason for deposit
  2. Click OK
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Customer Payment window; shows the location of the OK button.
Image 4: OK Button
  1. Click Save

The sales order now has a deposit.

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