Step-by-step guide
If using the "Convert to Sales Receipt" option, this guide is unnecessary - only use this guide if you're looking to make partial payments/deposits on Customer Orders.
1. Open QuickBooks Point-of-Sale.
Open QuickBooks Point-of-Sale and sign in as a user with permissions to create Customer Orders.
2. Create Customer Order as normal.
Click on the Customer Orders button and create your Customer Order as normal. When you are finished adding items and ready to accept a payment, click the Save and Close button.
3. Open Take Deposit screen.
From the home screen, click on the blue Take Deposit button along the left. Use the search filters to find the Customer Order you’re ready to accept a payment against and click on Search.
4a. Process Payment for deposit.
Click on the Customer Order to highlight, then enter the amount of the deposit in the empty box located above the Order Date column. When ready, click the Take Deposit button and follow the prompts to complete the payment.
4b. Voiding/Refunding a deposit.
Enter the Sales History screen and locate the deposit you would like to void/refund. Click on the payment so that the line is highlighted within the list. Once selected, click on the blue Reverse button along the left. Within the pop-up window, select the payment to highlight it, and select Void or Refund as needed.
This will update the Customer Order within QuickBooks Point-of-Sale automatically to reflect this change.
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