Applying a deposit to a Sales Order in Order Processing

This help sheet will guide you through applying a deposit form a customer to your sales order.

1. From your dashboard go to the Projects dropdown and select Sales Orders.

2. Select the Sales Order you wish to edit and click on the sales order number to open it.

3. To apply a deposit against an order hover over the next button (top right) and click on apply deposit as shown below.

4. Fill out the deposit details in full then click ‘Apply Payment’ to apply the deposit as shown below.

5. The deposit will now be applied to the Sales Order.