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NOTE: This feature is available in the Essential, Professional, and Enterprise versions of both Spectra and Stratus Desktop.

Customer deposits are used to record a payment you receive before an invoice has been created for a client. Customer deposits can then be applied to future
invoices. Customer deposits will post in the same way that payments post. See also: Accounting

Creating a Customer Deposit #

1. Open the client record and click Customer Deposit in the New
   group on the ribbon.

2. The Customer
   Deposit window will open.

   

3. Enter the customer deposit information. Except
   for the invoice number, all the information on a customer deposit
   is the same as on a payment or refund. See also: Features
   of Payment and Refund Records

4. Click Save and
   Close. The customer deposit is now recorded. Go to the client
   Summary tab to view any customer
   deposits the client may have. See also: Client Reference
   

Applying Customer Deposits #

1. When you have created an invoice for the client,
   click Apply Deposit on the ribbon.

2. The Apply
   Customer Deposit
   window will open.

3. Select the deposit you want to apply to this invoice,
   enter an amount, and click Apply.

4. The deposit will now appear as a payment on the
   invoice Order Detail
   tab. See also:  Invoice Reference