Deposit Invoice Creation¶

For customers using Blindata Accounting, there is new functionality to allow users to create and post invoices at the receipt entry stage.
The balance invoice will then be created at the normal ‘Create Invoice’ stage instead of an invoice for the full amount.

There is a new flag in Sales Files > Customers > Options tab called ‘Create Receipt Invoice’.
This flag can be set up for multiple filtered records in Sales Files > Customer Update.

The benefit of setting up this flag is that the new ‘Create Invoice’ flag in the receipt entry will default to true.
Once the invoice / receipt records have been posted, the ‘Inv Posted’ flag held against the receipt record will be set to true.

If this flag is set to true, then it will be possible to create, print and post an invoice in the Receipt entry.

When this has been done, the invoice and receipt transactions will be posted to the sales ledger and allocated against one another.
An invoice will be printed/emailed for the deposit amount of the order.
The invoice number will be saved in a new Deposit Invoice Number’ in the order record.
This field is a column choice in the ‘Order Amend Enquiry’ form.

The order will then be processed as normal.
At the invoice print/email stage, a second invoice will be raised for the order, but only for the balance amount of the order.
When this is posted to the sales ledger, it will only post the balance amount.
A new invoice number will be created for this order as previously.