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Configure down payment

The use of a down payment is an order processing method in which the sales contact first enters the order and then pays a part of the order after which you deliver the articles. You have to configure this first.


You can specify that the sales contact must first pay part of the order amount after which the entire order is automatically released for delivery. We call this down payment.

In Profit, you can specify at three levels that the order must be processed as down payment; at logistics level, per sales contact and for a specific sales order.

In the sales order, a number of fields are required specifically for down payment. You add these to the relevant entry layout(s).

In Profit Financieel, you also add specific fields for down payment to the relevant entry layout(s) and you set up the journal for reconciling sales.


Also see
  • Add a sales order for down payment

    You can add a sales order that you only deliver after you have received a down payment. The description of the procedure to be followed also contains information on processing the down payment in Profit Financial and then generating the packing slip and finally the invoice.

  • Still deliver a sales order even without a down payment

    For as long as the sales contact has not made a down payment and the Deliverable check box is not selected, you cannot create a packing slip from the sales order. You can, however, still deliver a sales order. To do this, select the Deliverable check box manually in the order that has been added.


Order process

Work area