Hi,
For a customer use case,
We do a sale (maybe with a quotation before) and for this sale, the customer don’t pay cash the global account of the sale, but pay 30% for example. He makes a deposit and then we will pay the remaining amount at the delivery for example.
How could we manage deposit in the sale process ?
Thanks and Regards
Solved
Alliance V15.4 Sales process + deposit
+11Best answer by Phil Seifert
HI Anthony,
Not sure if this will fully cover what you want but there is a process for service orders which can be used to capture payments before the final invoice.
This looks to be backend oriented. I think however you may want to also explore the mobile option:
This specifically states you can capture an upfront charge or total payment. I am imagining that this option would populate the details shown the back end above.
+24HI Anthony,
Not sure if this will fully cover what you want but there is a process for service orders which can be used to capture payments before the final invoice.
This looks to be backend oriented. I think however you may want to also explore the mobile option:
This specifically states you can capture an upfront charge or total payment. I am imagining that this option would populate the details shown the back end above.
+11Hi Phil,
Good Idea, I will try it and explain that we could use a custom like that.
Regards
anthony
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