any work around for adding a deposit to an order?

I have nearly given up on this feature request. 

It has been on the roadmap and promised as high priority since 2020, before the product was even released.

What I do not understand is why build that feature into purchase orders and not sales orders, sales orders should have come first as it would be used significantly more. 

Has any progress been made with MYOB Business pro and the lack of ability to allocate customer deposits to Sales Orders?  We have just sold our business and are trialing MYOB Business pro for the new owner due to the high cost of accountright plus (I used Accountright).  I am astounded at how completely different the 2 products are, and as I am having to navigate a completely different product, I may aswell also investigate transferring to Xero.  I expected there to be certain things that we couldnt do, but the website comparisons between the 2 MYOB products omitted to mention several key differences.  Applying customer deposits to sales Orders is an essential requirement for most businesses.  

https://community.myob.com/discussions/bus-sales/any-work-around-for-adding-a-deposit-to-an-order/868790/replies/876393

I have come up with a solution 

I hope it helps you.

Hi Mike

That is ok if your order becomes a sale in a short time.

My S/O can be up to 12 months before they become a sale. Reconciling my deposit-held account can sometimes be frustrating, but that is what it is.

What I have come up with is:

1. Create your sales order as usual.

2. Create a customer service invoice with tax as (NT)

 (I use the s/o no. with a C, e.g. 123C, to keep track if needed)

with the deposit amount to the liability account for customer deposits.

In the following line, do a (-)credit for the same amount to the bank account where the money was deposited.

This will be a nil invoice. It puts the deposit into the deposits held and the banking account to be reconciled.

3. When the S/O becomes a sale.

a. I use the S/O no. as the invoice no.

b. Create a credit invoice for the deposit amount to Customer deposits held. Tax (NT)

c. Allocate credit to the customer's invoice.

The Customer Held account has two entries, DR and CR.

The invoice has the correct balance after the deposit has been allocated.

I hope this helps

Until a proper solution is provided, here's a workaround (untested) that I have seen posted elsewhere:

• create a "Deposits held" liability account, type Credit card
• Use Receive Money to record the deposit to that account. Put the customer name and order number in the reference.
• On the invoice, add a negative line, no GST, for the deposit, allocated to that account.

I am working on it, but it is a three/four-step solution. I am just checking to see how it affects reporting and GST.

Hi Earl - thanks for the links but no what i am after - i wish do be ale to put a deposit towards an order - which would become an invoice once goods are ready 

Hi JenCas ,

I wanted to check if you're still experiencing this issue. You can also visit these helpful articles for more information about it:
Purchase orders
Customer deposits

Feel free to post again, we're happy to help!

Regards,
Earl