How do I create a deposit invoice from a sales order? E.g. how to invoice the customer for 50% of the total sales order instead of the full amount.
To apply a deposit in Cin7 Core (formerly DEAR), you must determine the current status of the Sales Order. The procedure differs depending on whether you are taking money before the invoice is authorized (a true deposit/prepayment) or after the invoice is authorized (a partial payment).
The most common "Deposit" scenario requires using the Customer Credits feature to record liability before the revenue is recognized.
Method 1: true deposit (before invoice authorization)
Use this method if you need to take payment while the order is still in the "Quote" or "Order" stage and the invoice has not yet been generated or authorized.
- Navigate to the Sales Order: Go to Sales > Sales and open the relevant order.
- Locate the Customer Credits Section: Scroll down to the bottom of the Quote or Order tab (below the product lines and "Additional Charges"). Click the Customer Credit button.
- Enter Deposit Details:
- Bank Account: Select the bank account where the money was received.
- Amount: Enter the deposit amount.
- Date: Enter the date the funds were received.
- Reference: Add a payment reference (e.g., "50% Deposit").
- Click Create.
- Result: Cin7 Core records this cash immediately against your Bank Account and increases the specific "Customer Credits" liability account. It does not yet apply it to revenue.
- Applying the Deposit Later: When you eventually move to the Invoice tab and click Authorize, Cin7 Core will detect the available credit. A prompt will appear: "There is an outstanding credit for this customer. Do you want to apply it to this order?" Click Yes to allocate the deposit to the invoice, reducing the balance due.
Method 2: partial payment (after invoice authorization)
Use this method if you have already authorized the invoice and just want to record that a portion of it has been paid.
- Navigate to the Invoice Tab: Open the Sales Order and click the Invoice tab. Ensure the status is Authorized.
- Add Payment: Scroll down to the Payments section at the bottom. Click + Payment.
- Enter Payment Details:
- Date Paid: Date of receipt.
- Reference: e.g., "Partial Payment".
- Amount: Enter only the amount of the deposit/partial payment.
- Click Save.
- Result: The invoice status will change to Unpaid (partially paid) rather than "Paid," and the "Balance Due" will reflect the remaining amount.
Important configuration check
For Method 1 to work, your accounting mappings must be correct.
- Go to Settings > Reference Books > Financials > Account Mapping.
- Ensure a liability account (usually code 800 or similar) is selected for Customer Credits/Prepayments.
More information: