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How do I ask for an advance on a sales order?

Tick Prepayment on the Sales Order and give a percentage or a fixed amount of the order total. The customer's payment is recorded on a Collection in Receivables against the order; the order then shows Prepayment Cleared and Prepayment Remaining.

Screen
Sales Order › the prepayment button; Receivables › Collection
Who
Order desk; cashier
Takes effect
On save of the order; the collection posts
Needs first
A released Sales Order

Steps​

  1. On the Sales Order, open the prepayment window and tick Prepayment.
  2. Pick Percentage and give the %, or Fixed and give the amount. The other fills in. Neither may exceed the order total including tax.
  3. Save the order.
  4. Record the payment on a Collection in Receivables against the order (see How do I take an advance?).
  5. Reopen the order. Prepayment Cleared shows what was paid, Prepayment Remaining the rest.

What posts​

The order posts nothing. The Collection posts; see What posts in receivables.

If something looks wrong​

  • "Prepayment Percentage cannot be greater than 100." / "Prepayment Amount cannot be greater than transaction amount." - lower it.