Invoices Deposit

Context:

NOUT SA orders 50 corner desks and 50 chairs to equip its new employees, for a total amount of €23,850.

The furniture is due to be delivered in one month. To activate the order, MASOCIETE requests a 30% deposit, amounting to €7,155. NOUT SA pays the requested deposit. Subsequently, a deposit invoice is issued and sent to NOUT SA.

Implementation in Simax

First, you need to create the order. The order status is “30 Pending Payment”.

Please note that NOUT SA's terms of sale are: 30% deposit, balance upon invoice.

Next, once the customer has sent the 30% deposit, we will enter this information in the menu Cash Flow > Inflow Management > Customer Deposit settlement.

Click Save to confirm payment, and the order status will automatically change to “70 Order to be prepared.”

We can now send the deposit invoice to the customer to confirm that they have paid the deposit.

To do this, go to the Sales > Invoicing > Deposit Invoice menu, and click [[New]]. Just fill in the order and the rest will be filled in automatically.

Finish by clicking [[Save]], and the invoice will print automatically.