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Correct Steps to do Down Payment

Former Member
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Hi Experts,

What is the correct Steps to do Down Payment, Coz some of my customer's term is "Cash Before Delivery".

Customer may pay full or partial payment first before the goods is delivery to them.

Thanks.

Regards,

Danny

Accepted Solutions (0)

Answers (4)

Answers (4)

Former Member
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Hi,

There are two types of downpayment: A/R down payment Request and A/R down payment Invoice.

1) If you use Request process, at step of Invoice, you invoiced full amount to your customer. In Incoming payments, you choose two line and the system will subtract downpayment request.

2) With Invoice process, at AR Invoice window, you can click at button "downpayment" to pull out the downpayment.

Hope this helps to solve your issue.

Son.

former_member187989
Active Contributor
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Check Downpayment Clearing A/C is defined in sales tab of g/l acct. determination in financial setup.

Jeyakanthan

Former Member
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Hi Experts,

I have did the from Sales->DO->AR Down Payment Request-> AR Invoice

but my problem happend at AR Invoice - when i want to click the button at "Total Down payment" it show an error : "No matching records found 'AR Down payment'" But i have did the "AR Down Payment Request"

Please kindy advise.

Thanks.

Regards,

Danny

Former Member
0 Kudos

Hiii Danny

If i am right you are missing Incoming Payments,

before making final invoice (after down payment invoice) you need to have incoming payment once you complete then down payment amount can be deducted with down payment button

steps :- SODELDPRDPI-Incoming Payment---A/R Invoice

try this

Thanks

Rizz

Former Member
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Hi Rizz,

I tried my times, at the AR Invoice - Total down payment i still cannot click the button.

How am i going to do it at Incoiming payment - i need to highlight row or just click payment means direct and do payment?

After that, what should i do at AR Invoice?

Thanks.

Regards,

Danny.

Former Member
0 Kudos

Hii Danny

yes you need to highlight the related invoice

here are the steps to be followed for activating down payment button in A/r invoice

when you finish it up with down payment invoice--open incoming payment windowenter the customer code-you will see transanctions related to that particular customer---just select the related down payment invoiseopen the payment means-and complete the transanctions

when you finish with incoming payment--in final A/R Invoice after selecting customer and other infoselect the down payment button now--

hope it works now

Thanks

Rizz

Former Member
0 Kudos

Hi,

After i followed the steps until i click the "Total Down Payment" and select the DPI, then it appear an error "Total amount of down payments must be less than amount of Invoice"

Is it my i have down payment for 100%? What should i do.

Please kindly advise.

Regards,

Danny

Former Member
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Please check this thread:

Former Member
0 Kudos

Hii Danny

When you post DPI -in DPM field enter the percentage of DP you are recieving and save it-select the same in incoming paymentand use the same in A/R Invoice--you cannot create a DP more than the amount of Invoice

As you know DP is just part of payment that you are recieving before making a final invoice....

Thanks

Rizz

Former Member
0 Kudos