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Down payment settings

Sales orders with a down payment are automatically reconciled in Profit Financial after the addition of the order and the receipt of the down payment. To achieve this, you must set up or have set up the journal in Profit Financial for the reconciliation in the purchase/sales journal. In order to be able to link the sales order for which a down payment has been made to the down payment in Profit Financial, you must also add a number of fields to the financial entry layout.

To configure Profit Financial for sales orders with down payment:

See also:

Directly to

  1. Configure reconciliation
  2. Authorise reconciliation
  3. Add a variable general journal
  4. Add a ledger account for reconciliation differences
  5. Administration settings
  6. Configure an entry layout
  7. Configure a ledger
  8. Settings for down payment

Process

Reconcile