Processing Service Order Deposits

Some service orders require a deposit before work can be performed. To process a deposit:

On the Service Orders form, you can view the net price of a service order on the Billing tab.

On the Deposits tab, specify the required deposit amount.

When the customer pays the deposit, it is captured on the A/R Payments form.
On the A/R Payment Distributions form, distribute the payment to the service order as a deposit.
Post the payment on the A/R Payment Posting form.

After the payment is posted, the deposit amount entry is displayed on the Deposits tab on the Service Orders form.
After the work is completed, run the Service Order Invoicing form. The deposit is recognized as a prepaid amount and subtracted from the invoice total.

On the Service Orders form, the Deposits tab shows the applied deposit.