Deposit Payments v8.03.407

Yahoo Archive
1
Maybe it depends on if you do it through Cash receipts or Invoicing.
When we do a deposit cash receipt I have seen it apply at shipment then
any difference will generate an Invoice.

--- In vantage@yahoogroups.com, "fweiskees" <fweis@...> wrote:
>
> That's what I was hoping/assumed it would do, but I've printed the aged a/r report and a statement for the customer in question and only the invoice is listed. The payment isn't there.
>
2
We have one-time customers send payment with their order. I have entered those payments as deposit payments. Now that the order has shipped and been invoiced, I'm not seeing the payment out there to apply to the open invoice. Hoping someone out there can offer assistance on how to handle payments made in advance and how to get the deposit payments I've entered applied to the customer invoices. TIA.

Fay Weis
KEES, Inc.
3
I am pretty sure that when you entered the deposit If you referenced a SO# that it will apply it automatically at the time of shipment.

--- In vantage@yahoogroups.com, "fweiskees" <fweis@...> wrote:
>
> We have one-time customers send payment with their order. I have entered those payments as deposit payments. Now that the order has shipped and been invoiced, I'm not seeing the payment out there to apply to the open invoice. Hoping someone out there can offer assistance on how to handle payments made in advance and how to get the deposit payments I've entered applied to the customer invoices. TIA.
>
> Fay Weis
> KEES, Inc.
>
4
That's what I was hoping/assumed it would do, but I've printed the aged a/r report and a statement for the customer in question and only the invoice is listed. The payment isn't there.
5
We just ran a test on this over the weekend. Once you create the batch in AR invoice entry and click on deposit payments, go to your deposits tab and enter the amount. When you are done Post the payment, When you are done shipping you can create the invoice and then when you go to enter the cash receipts you will see the deposit payments out there. Worked for us just fine

--- On Mon, 6/8/09, fweiskees <fweis@...> wrote:


From: fweiskees <fweis@...>
Subject: [Vantage] Deposit Payments v8.03.407
To: vantage@yahoogroups.com
Date: Monday, June 8, 2009, 12:09 PM








We have one-time customers send payment with their order. I have entered those payments as deposit payments. Now that the order has shipped and been invoiced, I'm not seeing the payment out there to apply to the open invoice. Hoping someone out there can offer assistance on how to handle payments made in advance and how to get the deposit payments I've entered applied to the customer invoices. TIA.

Fay Weis
KEES, Inc.



















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