I have a customer who has been approved for finance. I have generated a full invoice including our product, freight etc, and the customer has paid a deposit. The company financing the customers purchase is to pay the remaining balance. Is there a way to record the deposit paid, on the invoice, so that it can be seen, as well as the remaining balance, so I can send that off to the company doing the financing?
Hi MalcolmI,
No worries, happy to help you get that payment recorded. Yes, you can show the customer’s deposit and the remaining balance on the same invoice you send to the finance company. The usual flow in AccountRight is to take the deposit against a sales order first, then convert it to an invoice when the finance company’s ready. The deposit carries over so the invoice only shows what’s still owing. Since you’ve already created the invoice, that’s totally fine, just record a part payment via Receive Payments. For more detail, you can also check out this post on handling partial payments.
Cheers,
Princess
