Setting up down payment in Finance

Sales orders with down payment are automatically reconciled after the addition of the order and receipt of the down payment in Profit Financial. For this, you need to set up the journal in Profit Financial for the reconciliation in the purchase/sales journal.

To check/change the purchase/sales journal journal reconciliation:

  1. Go to: Financial / Management / Administration settings.
  2. Go to the tab:Other entries.
  3. In Invoice reconciliation journal, select het correct journal.
  4. Save the change.

See also:

Directly to

  1. Configure down payment
  2. Set down payment as the order processing method
  3. Add the down payment fields to the Sales entry layout
  4. Set up sales journal reconciliation for down payment
  5. The down payment fields in the financial entry layout