Add a Deposit Without Creating a Taxable Invoice

Work Order > Perform menu > Post a Deposit Only

Use FrameReady to take a deposit and create an Invoice but not include taxes.

How to Enter a Deposit Without Creating a Taxable Invoice

Important: This feature is not available when using the Enter Deposit / Deposit Invoices feature.

If you use the accrual method of accounting, then see: How to Enter a Deposit

From the Work Order, in the menu bar, click Perform and choose Post a Deposit Only.
A dialog box appears.
Click Deposit Only.
A new Invoice is created for this customer.
In the Unit Price column, enter the amount of the deposit, e.g. 150 .

Important: Do not add any other items to the Invoice!
Click the Enter a Payment button to take a payment equal to the amount of the deposit.
This creates a zero balance and the Invoice is considered Paid in Full.
To print, click the printer icon button (top right) but note this document only displays the amount paid as a deposit (and the Work Order number) but does not show the balance due.

Tip: You will not have a document to hand to the customer which shows the total retail price with tax minus the deposit they gave you. From the Work Order, however, you can print a Proposal, which includes the total amount with tax.

Important: Do not add any other items to the Invoice.

How to Record the Final Payments

Later, when the customer comes to pay the remaining balance of the order, go to your Work Orders and locate their Work Order -- not the Invoice!
Click the Post to Invoice sidebar button.

FrameReady creates a new Invoice, the deposit made earlier is applied against the balance and is shown in the Payment field as bold, red type with a Tender type of "Deposit".

Important: The deposit script can only be used once on each Work Order.

Cash accounting system is popular with small businesses. However, if the tax rate increases and you (not the customer) are responsible for the difference in tax on the balance of all your “deposit invoices” then, when the actual invoice is created, it will be at the new tax rate.

Also, you will not have a document to hand to the customer which shows the total retail price with tax minus the deposit they gave you. You can print a Proposal (for the total amount with tax) and the “deposit invoice” which shows the amount they paid.

How the New Deposit Only feature works

If a Deposit Only Invoice has been created, and you have taken a payment for it, then the Deposit checkbox box displays an X.
If the Deposit Only Invoice has been applied to an Invoice, then the Deposit checkbox displays a checkmark ✓
The symbols only appear on the Deposit Only record. They do not appear on the Invoice.

Find All Deposit Only Invoices

To find all of the Deposit Only records, click the Find button and enter an X in the DO checkbox field.
Click Perform Find.

How to Find Deposit Only Applied Invoices

To find all of the Deposit Only records which have not been applied to an invoice, click the Find button.
In the Payment Lines section at the bottom of the screen, enter an X in the DO checkbox field and an equals sign = in the Used for WO field (to the right of the DO checkbox field).
Click Perform Find.

Note: You may want to enter a date range into the Date field under the Payment Lines section, in order to limit your search to only those records which are unused in 2021 or since June 1, 2021 (Eg. 06/01/2021…)

How to Find Deposit Only Available Invoices

To find all of the Deposit Only records which have been applied to an invoice, click the Find button.
In the Payment Lines section at the bottom of the screen, enter an X in the DO checkbox field and an asterisk * in the Used for WO field (to the right of the DO checkbox field).
Click Perform Find.

Note: You can enter a time range in the Date field if you want to find recently used Deposit Only records. Leave Date field blank to find all redeemed Deposit Only records.