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Deposits can be transferred to another sales order from the same customer or to the customer’s account in the form of unapplied cash.  Once it is unapplied cash, it can be applied to any open document by entering a zero dollar check on the Cash Receipts Entry screen.

Detail

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Transfer Types

  1. To Order - Transfers from one Order to another

  2. To Account - *This will NOT create a credit document* Transfers amount to the Customers account. It will be available for refunds and transfers to other orders, but 

  3. To Credit - Transfers amount to an open Credit on the Customers Account. 

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