Idea to add Receipts in Sales Orders

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A good workflow would be as follows:

  1. Take a sales order from the customer for the full amount. (Create a new customer, if this customer is not already in your records.) Leave the order’s title as Sales Order. Include a note on it in a custom field explaining that work will not begin until a 50% deposit is received.

  2. Receive the deposit against the customer’s subaccount as described in Record customer deposits and advances | Manager.

  3. Upon delivery, copy the sales order to a sales invoice for the full amount. The deposit will be automatically applied, reducing the balance due to 50%.

  4. Enter a receipt for the final payment.

This approach requires no custom theme, no changing of titles, no editing of previous transactions, and is using every transaction in the chain as it was meant to be used. It would be legal in every jurisdiction.

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