46 lines
1.3 KiB
ReStructuredText
46 lines
1.3 KiB
ReStructuredText
======================
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Request a down payment
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======================
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A down payment is an initial, partial payment, with the agreement that
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the rest will be paid later. For expensive orders or projects, it is a
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way to protect yourself and make sure your customer is serious.
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First time you request a down payment
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=====================================
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When you confirm a sale, you can create an invoice and select a down
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payment option. It can either be a fixed amount or a percentage of the
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total amount.
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The first time you request a down payment you can select an income
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account and a tax setting that will be reused for next down payments.
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.. image:: media/down_payment01.png
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:align: center
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You will then see the invoice for the down payment.
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.. image:: media/down_payment02.png
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:align: center
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On the subsequent or final invoice, any prepayment made will be
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automatically deducted.
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.. image:: media/down_payment03.png
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:align: center
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Modify the income account and customer taxes
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============================================
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From the products list, search for *Down Payment*.
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.. image:: media/down_payment04.png
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:align: center
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You can then edit it, under the invoicing tab you will be able to change
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the income account & customer taxes.
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.. image:: media/down_payment05.png
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:align: center
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