You can also see the Deposit Balance from this screen. We click on the Order List icon on the Home Page to view the open Sales Order List.We have called the customer and she has come to the store to pick up her purchase. But we will fast forward to the point that we have ordered and received the batting cage and now we're at the point of finalizing the sale. We won't show you the Purchase Order and Receiving process in this instruction. Secondly, since you are also using QuickBooks Financial on the back-end this customer deposit will be properly recorded in an account called "Due To Customer." This is our personal preference for the account name. It's very important that this preference is set properly based on your store policies. Under Company Preferences you can require a deposit, suggest a deposit or do neither. We got to this screen by clicking the "I Want To" drop-down and selecting "Take Deposit/Payment." Once we have the correct deposit amount click OK.
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