Invoice including request for deposit

Discussion about using the MoneyWorks Job costing system.
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WendyM
Posts: 11
Joined: 15 Sep 2010 15:25
Product: Gold
Region: New Zealand
Location: Waihi

Invoice including request for deposit

Post by WendyM » 20 Jun 2011 14:23

I am to send a customer an invoice for last month's work done, and at the same time, request a deposit for the next porion of the job. Can I do this on the same invoice? From studying the manual, I conclude that when I want to post an invoice requesting a deposit for the job, I need to tick the box "Treat Job Related Income as Pre-Payments". But will that then stuff up my ordinary invoice lines if I have them on the same invoice? Do I have to have one invoice for the work already done, and another invoice requesting the deposit?

Thanks :(

charleshorse
Posts: 191
Joined: 21 Feb 2008 18:59
Product: Datacentre
Region: New Zealand
Location: Auckland

Re: Invoice including request for deposit

Post by charleshorse » 20 Jun 2011 20:38

When you use the Bill Job command, just increase the amount to invoice in the total by next month's deposit, and set the "Balance To" pop-up menu that will appear to "carry difference forward".

WendyM
Posts: 11
Joined: 15 Sep 2010 15:25
Product: Gold
Region: New Zealand
Location: Waihi

Re: Invoice including request for deposit

Post by WendyM » 20 Jun 2011 22:59

Great! Thanks!! :D So pleased knowledgable people such as yourself are part of this forum!

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