Why does the balance on the printed invoice not show my sales order pre-payment?

• Related Articles

• Sales Order - Pre-payments/Deposits

  Overview Sales order prepayments are a common practice for businesses that require customers to pay upfront for goods or services before delivery. These prepayments help businesses secure revenue in advance, manage cash flow, and reduce the risk of ...

• Creating Sales Invoices

  Overview Sales Invoices are essential for documenting sales transactions, ensuring timely payment from customers, and maintaining accurate financial records. The calculations made on Sales Invoices are also used to calculate Cost of Goods Sold ...

• How to create a Sales Order

  The Sales Order records a request to sell goods or services. A Sales Order initiates the Sales Workflow and may be for products and/or services. When a sales order is for services only, it may also be referred to as a work order. CustomBooks™ tracks ...

• How to refund a customer in cash when you have a sales order with a sales order prepayment

  There may be situations when an order needs to be cancelled by a customer but you have taken a prepayment that needs to be refunded in cash rather than credit. Here's how to do this. First of all, DO NOT create an invoice. 1) Open the customer in C/V ...

• Partially Invoicing an Order

  In many businesses, it's not always possible to invoice a customer for the full amount of a sales order at once, particularly when dealing with larger orders, staggered deliveries, or custom products. To manage these situations, CustomBooks™ offers a ...