Deposit Invoices

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Features

Adds Deposit Invoice functionality for Projects to Acumatica
Set up the deposit percentage and pending deposit amount on your Project Template, Project Summary, and/or Revenue Budget Lines
Enable Deposits by Project Task independently of Project or Task status; generate Deposit Invoices and wait to Activate a Project or Project Task until the deposit is received
Create Deposit Invoices from the Pending Deposit Amount, similar to how the Pending Invoice Amount works with Run Project Billing
The resulting "Invoice" will be a Deposit Invoice type with special behaviors; no Sales or AR impact, can be filtered from AR Aging Reports
Print or Email the Deposit Invoice to the customer to collect the Prepayment
Connect Prepayments directly to the Deposit Invoices to update deposit statistics on the Revenue Budget
Prepayments will remain open to be applied to Normal Invoices
Track Pending Deposits, Open Deposits, Deposits Received, Applied Deposits, and Unapplied Deposits by Project
Use the Create Deposit Invoices Process screen for automation or bulk processing

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Adds Deposit Invoice functionality for Projects to Acumatica
Set up the deposit percentage and pending deposit amount on your Project Template, Project Summary, and/or Revenue Budget Lines
Enable Deposits by Project Task independently of Project or Task status; generate Deposit Invoices and wait to Activate a Project or Project Task until the deposit is received
Create Deposit Invoices from the Pending Deposit Amount, similar to how the Pending Invoice Amount works with Run Project Billing
The resulting "Invoice" will be a Deposit Invoice type with special behaviors; no Sales or AR impact, can be filtered from AR Aging Reports
Print or Email the Deposit Invoice to the customer to collect the Prepayment
Connect Prepayments directly to the Deposit Invoices to update deposit statistics on the Revenue Budget
Prepayments will remain open to be applied to Normal Invoices
Track Pending Deposits, Open Deposits, Deposits Received, Applied Deposits, and Unapplied Deposits by Project
Use the Create Deposit Invoices Process screen for automation or bulk processing

Adds Deposit Invoice functionality for Projects to Acumatica
Set up the deposit percentage and pending deposit amount on your Project Template, Project Summary, and/or Revenue Budget Lines
Enable Deposits by Project Task independently of Project or Task status; generate Deposit Invoices and wait to Activate a Project or Project Task until the deposit is received
Create Deposit Invoices from the Pending Deposit Amount, similar to how the Pending Invoice Amount works with Run Project Billing
The resulting "Invoice" will be a Deposit Invoice type with special behaviors; no Sales or AR impact, can be filtered from AR Aging Reports
Print or Email the Deposit Invoice to the customer to collect the Prepayment
Connect Prepayments directly to the Deposit Invoices to update deposit statistics on the Revenue Budget
Prepayments will remain open to be applied to Normal Invoices
Track Pending Deposits, Open Deposits, Deposits Received, Applied Deposits, and Unapplied Deposits by Project
Use the Create Deposit Invoices Process screen for automation or bulk processing