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Deposit invoice sample for Public Relations

there are two ways to manage customer deposits on netsuite the first one is assuming that you create a customer deposit right from a sales order create deposit there it is you're going to click on this and then what it will do is will it will allow you to set the payment amount it will let you know that you created this deposit from that sales order let you know which bank account that you receive the money in put a memo for your jail impact and a check reference number for your bank reconciliation thank you okay if you've got some mandatory locations you're going to want to enter that and it's as simple as this you're just going to click on Save so once you do that you're going to have a sales order with a customer deposit applied to it and once you build so you invoice that sales order the customer deposit is already going to be applied to the invoice automatically so you won't have to do anything you won't have to apply the customer deposit to the invoice so this is the invoice that was created and you see here that it is paid in full and within the related record that there's a deposit application okay so there is a sales order you create a deposit from it and when you invoice the sales order that the deposit amount is applied to the invoice now maybe the deposit isn't the full amount full invoice amount that's fine let's say the invoice was for a thousand dollars and the deposit was only for 300 then the 300 dollars are going to be applied to the invoice and there's going to be 700 remaining to be open and paid by the customer so that's one way of doing things the second way is creating a customer deposit which isn't um sourced or linked to any sales order it's basically just a standalone customer deposit now to do this you have to go to transactions customers and then you click on where is it record customer deposits it's the same process so you're gonna look for your bank account you enter the GL reference the customer of course and the great thing about it is once you've put the payment amount make sure the check reference number is entered and the classifications are entered then whenever you go to transactions customers and accept customer payments you will be able to apply give you an example you will be able to apply customer deposits to open invoices so here I took up a customer and here's a list of open invoices and here are the lists of unapplied deposits an applied customer deposits now to apply this I just need to click on here go back to the invoice and then click on the invoice I want to apply this deposit to so maybe this one okay and I'll just hit save and that's it of course I needed to put an education here there you go so it's as simple as this I hope this video made sense to you if so don't forget to leave a like or subscribe and I will see you on the next video thank you and goodbye