Applying Advance Deposits

When Job invoices are created through the Job Billing process, the User has the option of applying any Advance Deposits for the job at the time of invoice creation.  If the Advance Deposit was posted to the customer account after the Job invoice was...

Applying an Advance Deposit to Unapplied Cash is typically used in the following situations: The customer cancelled a Job and you want to use the advance deposit for other types of invoices There were left over funds after all the Job Invoices we...

1.  Navigate to the Main Application Menu and select the Accounts Receivable / Unapplied Cash/Credits option.  The Customer Cash/Credit List will be displayed.  This listing displays all customers with unapplied items; Unapplied Cash, Unapplied Cred...

Applying an Advance Deposit to a Miscellaneous is typically used if a customer cancelled a Job and you are not going to refund some or all of the Advance Deposit.  If a partial refund will be made, you may split the amount of the unapplied advance d...