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Business Intelligence

Unassigned

IT - Technology

IT - P21

Accounts Payable

Credit Card "PO" Purchases

DGI Forms

Canada Requests

Payroll

Direct Deposit Change

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Creating a Down Payment Invoice

There are two ways to create the downpayment invoice depending on the order allocation.

WHEN ORDER IS FULLY ALLOCATED

- Pull up the order in OE, go to the Remittances tab. Don't enter a payment (cash, check etc), but enter the desired downpayment amount in the DP Override Amt field and save the order. A downpayment invoice should now exist in the customer's AR that you can print/fax/email to the customer like any other invoice.

IF ORDER HAS PARTIAL OR NO ALLOCATIONS

- Same as above, EXCEPT: Enter the desired DP amount in the Calc/Req DP Amt field, then check the Create/Add To DP Inv checkbox, then save the order. A downpayment invoice should now exist in the customer's AR that you can print/fax/email to the customer like any other invoice.

Note:

DP Override Amt - determines the amount of your downpayment invoice. This field is used when you want to create a downpayment larger than the value of non-allocated items on the order. If you enter an amount here, the system will create a downpayment invoice for that amount.

You cannot enter a quantity less than the value of the Amt To Maintain DP field. If you enter a value here, you cannot use the Create / Add to DP check box, and the value of the Amt To Maintain DP field is ignored.

The DP% field is only used for Backorders.

credit card down payment hold invoice

Creation date: 2/15/2023 8:43 AM Updated: 2/15/2023 8:43 AM