How to: Receive a deposit for a sales order.
Environment: Comsense Enterprise
*Note: You can receive deposits for open and released sales orders.
In the Sales Order window:
- Click Payment
- The Customer Payment window will open
In the Deposits pane:
- Select the payment method
- Select the date
- Enter the deposit amount
- Enter the authorization
- I.e. the check # or credit card authorization #
- Enter any applicable notes
- E.g. the reason for deposit
- Click OK
- Click Save
The sales order now has a deposit.