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NSC | Customer Deposit Not Auto-applying to Invoice

edited Jan 31, 2023 10:01PM in Accounting / ERP 2 comments

By standard process, once a Customer Deposit is created for a Sales Order, the Customer Deposit will automatically be applied to the Invoice upon billing the order.

To automatically apply the Customer Deposit, you need to ensure that you follow the below steps:

1. Sales Order form used should be "Sales Order" or ''Sales Order - Invoice Type'' wherein you have terms and no payment method.

2. Once a Sales Order has been saved, the ''Create Deposit'' button will be available.

3. Hit Create Deposit button and enter all necessary details then hit Save.

4. Go back to the Sales Order and

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