How do I apply a deposit to a work order?

 The recommended approach to applying a deposit to a work order involves applying the payment directly to an open or closed invoice.

First, you will need to make sure that your print options do not suppress payments.

Then, you would go ahead an open your work order to the customer.

Once you have an open order to them, you can apply a payment.  This is done under Accounting > AR deposits.

Enter a journal name (I used DP and the invoice number on this example), the account the payment is going to, the customer number, the check #, and the amount.

You should see the current closed invoices under the middle tab.  If it is a closed order, select the invoice the down payment will go towards and it will pull that invoice to the cash entry detail.  Update the amount as needed, and click the plus sign to add it.

If the invoice is open, you can still apply the payment but it will not be available to select and you will need to manually enter the work order number in the invoice # field as well as the account and the amount before clicking the add option.

Once it moves to the lower grid, you can post the payment.

This payment will then show up under AR inquiry for that customer as a payment, and if you choose to preview the invoice from the work order you will see the payment applied there as well with the print option enabled.

Once posted, it will show in AR inquiry as a credit under that invoice, so once the invoice is closed, it will be applied to the balance.

You must have a credit and debit identified in order to use deposits on the branch record, and the user must also have permission to "show deposit button" in their security user profile under invoice.

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