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Trabea Software

Project Deposit Invoices for Acumatica

FEATURES

Deposit Invoices

 

  • Adds Deposit Invoice functionality for Projects to Acumatica
  • Set up the deposit percentage and pending deposit amount on your Project Template, Project Summary, and/or Revenue Budget Lines
  • Enable Deposits by Project Task independently of Project or Task status; generate Deposit Invoices and wait to Activate a Project or Project Task until the deposit is received
  • Create Deposit Invoices from the Pending Deposit Amount,  similar to how the Pending Invoice Amount works with Run Project Billing
  • The resulting "Invoice" will be a Deposit Invoice type with special behaviors; no Sales or AR impact, can be filtered from AR Aging Reports
  • Print or Email the Deposit Invoice to the customer to collect the Prepayment
  • Connect Prepayments directly to the Deposit Invoices to update deposit statistics on the Revenue Budget
  • Prepayments will remain open to be applied to Normal Invoices
  • Track Pending Deposits, Open Deposits, Deposits Received, Applied Deposits, and Unapplied Deposits by Project
  • Use the Create Deposit Invoices Process screen for automation or bulk processing

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