Down Payments
A down payment is an initial or advanced partial payment made upfront by a buyer to secure goods or services. It's typically a percentage of the total purchase price and is paid before the completion of the transaction.
This payment is often used to confirm the buyer's commitment and mitigate the risk for the seller, especially for high-value or custom orders. Down payments can help ensure that both parties fulfill their obligations in the transaction process.
Creating Invoices
The initial status of any order is 'draft' and usually refers to a quotation, once it's saved it's marked as a 'Sales Order', and once the sales order is confirmed - this is done by selecting the order from the Sales Module, then selecting 'Orders' then choosing the order to be confirmed then clicking 'Confirm' - a button to create an invoice labeled 'Create Invoice' will appear.
When creating an invoice the user will get a pop-up to select the type of payment received:
- Regular Invoice: this indicates that the buyer will pay the full price/
- Down Payment (Percentage): this indicates that the payment will be partial, based on a percentage of the full amount.
- Down Payment (Fixed Amount): this indicates that the payment will be partial, based on a fixed amount of the full amount.
Note
If the 'Down Payment' option is selected the user will be prompted to enter the amount or percentage of the down payment.
The user can then create the invoice directly, or create and view it as a draft before saving and invoicing it.
Walk-through: 35% Down Payment
Note
The example below demonstrates an invoice of a 35% downpayment on books with default or Ordered Quantities Invoice policy.
2- Click on 'Create New' to create a new order.
3- Select a customer from the dropdown menu, or create one on the go.
💡 Tip: Quick Add a New Customer
Create a new customer while creating your order, select the "Create New" option under the customer drop-down menu or click on the 
icon.
4- Select an existing order template, or add products to your sales order.
5- Click on 'Save' to save your quotation, then click on 'Confirm' to mark it as a sales order and enable invoicing.
6- Once confirmed click on the 'Create Invoice' button to create your invoice.
7- Select the appropriate invoicing mode (in this example we'll be selecting the 'Down payment (percentage)' option and demanding a 35% percentage amount.
8- Select the 'Create and View Invoice' to review your invoice before creating it, you can click the 'Confirm' button to save the invoice.
9- After confirming the invoice the option to register the payment becomes available by clicking the 'Register Payment' option, it is automatically populated with the amount due but can be modified if required.
10- Once any required adjustments are made or confirmed click on 'Register Payment'
The invoice will appear with 0 balance due and a banner indicating that the payment is in process.
To charge the patient for the remaining amount another invoice has to be created.
Notice that the down payment will be reflected in the order lines.
12- Click on the 'Create Invoice' button to create another invoice for the remaining amount
13- Select 'Regular Invoice' to create an invoice of the needed amount to fulfill the amount required.
14- Click on 'Register Payment' to fulfill the sales order and complete the flow.
Note
The same steps can be followed for the down payment (fixed amount) option