building estimates
trying to set up estimates , invoices etc that show the total charges minus deposits and remainig balance due that is reflected in my company snapshot.
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12/14/11 10:21am PST
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AlexanderM
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Allstar
Advisory council of community power users.
ProAdvisor Canada
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12/19/11 6:34pm PST
Latest post
Estimates do not post to any account so therefore do not show up on any reports. To receive a down payment on a job you need to issue a sales receipt made out to the customer or job. You will need to set up an item called Deposit and link it to an account called Customer Deposits. Customer deposits needs to be a current liability type account.
When you make out your invoice you will use the deposit item to show the deposit you have received as a negative amount. This will bring your customer deposit liability account to $ 0.00.
