SageForum for UK versions of Sage 50- Help and support.

At the moment when we receive an order we often take a deposit (sometimes for a service, sometimes for parts). We create a SO and credit the deposit to the customers acc as a POA. When we are ready to invoice, I update the SO & create an invoice from it (or just create an invoice if its a service).

I would like to be able to show the deposit paid & balance now due on the invoice. I know it can be done if I accept the deposit payment when I create the invoice, but there is often 8 weeks between payment and creating the invoice.

Can I show the deposit and new balance by adapting an invoice layout in report designer? I've managed to show a deposit amount on an invoice this way, but not a revised balance due.

The simple solution to this is to put the payment on the invoice (or the Sales order) and select the "payment already received" payment type option, this coes not post any payment and assumes that you have posted the payment already manually as you have described.

The standard layouts will now produce the type of invoice you want showing an amount paid and an amount due.