I'm sure there is an easy way but I have not found it. When we write up an order in OE we normally are shipping at the same time. Now we want a way on special orders totake a deposit only and print an invoice showing the deposit against the ordered item. Is there a way to do this? Maybe changing my settings will allow it.

Sammy:

If you are looking for an invoice then create a negative misc charge for the deposit, post and print the invoice.

Hi,
We have just run into the same issue, where you want to print not so much an invoice but rather a confirmation with the deposit showing on the Open Order.

Doug, to clarify, I believe that the need is not to print an invoice but print an order confirmation that shows the the order total with the deposit as a payment. You can currently record the payment on the order and it accepts the payment, but the payment doesn't go anywhere until Invoicing and as such, balancing becomes more than cumbersome.

The payment on the order should close out when the order is posted if possible, and feed into AR (with OE end of Day), and then into Bank Rec so that the payment is treated like a normal payment. If the order is turned into an invoice that is shipped, the consequences of posting the invoice with a payment would be the same as posting the order with a payment, and would be already considered a posted cash transaction.

Best,
Brian

Wish there was this option, because it is becoming more common for special orders to

Hi Brian,

We are aware that we could improve deposit handling in Adagio. Up to this time, there has been more demand for other improvements.

Deposits are complicated by the fact that sometimes a credit card imprint is the "deposit" and other time it generates actual cash in the bank.

Please let us know when you encounter an Adagio site with a business need to directly handle deposits so that we can gauge usefulness of this improvement.