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Ebob's avatar
Ebob
Contributing User
2 months ago

taking a percentage payment on a quote

Hi There I have sent out multiple quotes to a customer, they are wanting to accept the quotes but want to pay a 30% deposit on each quote. they want me to invoice them for the 30%  do I turn th...
Genreve_S's avatar
Genreve_S
MYOB Moderator
2 months ago

Hi Ebob, 

 

You’re spot on starting by converting the quotes to sales orders. Once you’ve sent those orders, you can then pop the 30% deposits on each one by doing the following:

  • Go to Sales > Receive Payments
  • Pick the customer
  • In the Orders section, tick the right order and enter the 30% amount

That’ll record it as a customer deposit into your linked Customer Deposits liability account, not as income just yet.

If you’re keen to dig a bit deeper into how deposits work in MYOB, this help article is a good read:
Customer deposits

 

Regards,
Genreve

 

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