Hi.
I made a customer send him the sales quote.Now the customer paid me a 50% deposit so I want to send him something to say he paid so much and this ammout is out standing.How do I go about this?
enter a receipt transaction Manager Cloud
now edit the previous sales quote with a new line entering the received payment as a negative value.
I would not do things that way. For general guidance on entering customer deposits, read this Guide: Manager Cloud. That explains the built-in method for accounting for deposits. If you want more visibility on the status of the specific customer’s account, read this Guide: Manager Cloud. This one requires setting up special accounts and is more complex.
As for sending something telling how much has been deposited and how much is outstanding, there are several considerations.
First, there is no point in editing the sales quote, as it has no financial impact. But you have now had a financial transaction. You can send a copy of the receipt form as evidence the customer has paid.
Second, unless you have delivered the goods or performed the services quoted, there is no balance due, because the customer owes you no money. You owe him money, and the receipt is evidence that he gave it to you.
Third, when you deliver the goods or services quoted and raise a sales invoice, Manager will automatically allocate the deposit to it and show both the amount credited and the 50% balance due. (This is true as long as you follow the method in the first link. If you use the second method, you must add a negative line to the invoice allocated to the special account, as described in the second link.)