To create new stand-alone Customer Deposit Invoice:

Search for a customer by clicking the magnifying glass next to Customer input field and search by Customer Name. You may enter any value to filter the search or just leave it blank to search all. Then click the search button on the right side. This action will prompt the system to initiate the search process.





After clicking the search button, all results are displayed below the Customer ID search criteria



Select from search results. The customer search page will be automatically closed and notice that some information (e.g. Contact Person, Currency and Exchange Rate) from the selected customer will be inherited into the customer deposit invoice.



Search for a sales order by clicking the magnifying glass next to Sales Order input field and search by Customer and Created From/To search criteria.





Enter Downpayment percentage value (e.g. 20%) and notice that the adjacent field populates the auto-computed amount based on the given percentage and the derived total amount.



User may provide other optional field values and then click on Save. A new Customer Deposit Invoice record in Draft status is created.