Skip to main content

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

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.

 

 

Hi Phil,

Good Idea, I will try it and explain that we could use a custom like that.

 

Regards

anthony

Reply


Terms & ConditionsCookie settings