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.

If you only want to deliver orders after a down payment, you must first configure this.

To add a sales order with down payment:

1. Go to: Order Management / Sales process / Sales order.
2. Click on: New. 
3. Select the entry layout., for example Advanced sales order (Profit).
4. Click on: OK. 
5. Go to the tab: General.
6. Select Down pay, delivery after down payment in Processing order, if it has not already been set here (automatically from the logistics settings or from the sales contact). You can find these fields in the header of the entry window.
7. Add the order lines.
8. Complete the line.
9. Go to: the down payment fields. In the advanced entry layout provided by Profit, you can find these in the Down pay tab.
10. If desired, change the Down payment amount.

    If you have set a default percentage for down payment in the logistics settings then this field already contains the calculated down payment amount that the sales contact must pay. If you have not set a percentage, you can do so now. The Make manual down payment check box is then automatically selected.

    If you enter an amount manually then the amount of the down payment no longer changes as the total amount for the order lines changes.

11. Complete the order.

After the order is completed, a down payment feature is generated for Profit Financieel. Next, you wait until the sales contact has paid the down payment and it has been reconciled.

When the down payment has been received and processed in Profit Financieel, the Deliverable check box in the order is selected and you can generate the packing slip.

It is still possible to deliver an order even if the down payment is missing.

Process the bank statements

If Profit Financieel is also configured for down payment, you can still process the bank statements. As soon as the down payment is received, you select the correct sales order number.

1. Go to: Financial / Enter / Bank statement.
2. Select the bank statements session.
3. Click on the action: Process.
4. In the line for the sales contact who has made the down payment, select the sales order number (the payment reference is retrieved from the sales order).
5. Click on: Finish. 
6. Click on: Yes. 
7. Click on: Yes. With this, you indicate that you want to enter the line as an advance payment (although it is really a down payment).

View down payments per debtor

If the debtor has made the down payment and the bank statements have been processed then you can find this as an entry in the debtor properties.

1. Go to: Financial / Debtor / Debtor.
2. Open the properties of the debtor that should pay/has paid the down payment.
3. Go to the tab: Entries.

You see the down payment as an entry.

Generate a packing slip

As soon as the down payment is linked to the order, you can generate the packing slip in the usual way.

1. Go to: Order Management / Sales process / Packing slip.
2. Click on the action: Generate package docket.
3. If required, select the sales contact.
4. Complete the wizard.

   You now see the number of packing slips generated.

5. Click on: OK. 
6. Click on the action: Report ready.
7. Click on: Yes. 
8. Click on: OK.

Generate the invoice

If you have generated the packing slip and delivered the order, you can generate the invoice. In this, the down payment is automatically deducted from the order amount.

1. Go to: Order Management / Sales process / Packing slip.
2. Click on the action: Create invoice.

   You are now asked if you want to convert the packing slip.

3. Click on: Yes. 

   or

4. Go to: Order Management / Sales process / Invoice.
5. Click on the action: Generate invoice. With this, you generate all invoices.
6. Complete the wizard.

View the invoice with down payment

You can view the generated invoice in which the down payment is deducted from the total invoice amount.

1. Go to: Order Management / Sales process / Invoice.
2. Open the properties of the invoice..
3. Click on the action: Print preview.

At the bottom, you can see that the down payment amount has been deducted and that the amount that still has to be paid is only the remainder.