This article covers taking an upfront deposit on a sales order that is using Billing Schedule. This sits alongside the schedule lines covered in Creating a sales order with a billing schedule, and feeds the invoice raised by Setting up sales deposit automation.

Adding the deposit at line level

Deposit settings are configured on the same order line as the schedule, and only appear if the GL account being used has the 'Deposit' usage flag enabled on its settings. 

  1. On the order line, tick 'Deposit'
  2. Set 'Deposit date' to the date the deposit should be invoiced from
  3. Enter the 'Deposit amount'
  4. Save the order

The deposit appears as its own entry on the Schedule tab, separate from the regular instalment lines, and shows a tick under 'Deposit' to distinguish it from the standard schedule entries.

If 'Deposit' does not appear on the line

If the 'Deposit' tick box does not appear against the order line, the account selected does not have the 'Deposit' usage flag enabled. See Setting up an account for use in a billing schedule.

How the deposit gets invoiced

Adding a deposit to the order line does not raise the invoice itself. The deposit invoice is generated by a separate automation. See Setting up sales deposit automation to invoice a deposit against a billing schedule.

Customer search terms

Deposit on billing schedule

Sales order deposit

Billing schedule deposit amount

Deposit not showing on order line