Attention: You must have configured your products beforehand to proceed.
Once your estimate is ready, right-click on the product or service for which you want to request a deposit.
Click on the Add Deposit option.
A new window will open with the following message: "A sale will be created with the deposit amount. The same amount will be deducted from the present invoice. How much do you want to charge the customer for deposit?"
Enter the desired amount and click on the blue Send button on the right.
A new Point of Sale window will open, with a new estimate number and a message at the bottom center of the page indicating that the sale was initiated from another estimate, but that this is the deposit for that one.
You can now record the deposit payment by simply pressing F4 or clicking on the green Payment button located at the bottom right of the screen.
Click on the field next to the payment method the client wants to use. If the client wishes to use two different payment methods, enter the amounts manually.
Click on the blue Send button at the bottom of the page to confirm the payment.
The invoice will appear in the Documents tab of that estimate in the Point of Sale module.
In the Documents tab, you will be able to perform the following actions with the invoice:
- Download
- Request a signature
- Send by email
- Send by SMS
Afterward, if you return to the original estimate, you will see that the deposit has been deducted from the total amount :
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