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Deposit towards a Purchase Order

Learn how to enter a Deposit towards a Purchase Order when assigning from the Bank Data Import

Bobbie Combs avatar
Written by Bobbie Combs
Updated over 4 months ago

To enter a deposit on a Purchase Order with the steps below, you'll need to make sure a Purchase Order has already been created.

1. In the Add Deposit window, select the Purchase Order or Work Order, check over the following:

  • Vendor: This will automatically show the Vendor from the Purchase Order selected

  • Deposit Date and Due Date: This will automatically show the date from the Bank Data Import

  • Trans. Desc.: This will automatically fill with the transcription, if applicable, from the Bank Data Import

  • Amount: This will automatically show the amount from the Bank Data Import

  • Pay With: This will automatically fill with the account from the Bank Data Import

Information to fill out when creating a deposit on a purchase order

2. Check the Deposit Information for accuracy. When finished click on Save.

3. The Vendor Invoice has been posted and can be found under the Existing tab for Vendor Invoices.

Note: If this deposit is final payment on a Purchase Order, do not use this to enter the transaction. In Bank Data Import, use the Full Payment of a Vendor Invoice transaction type.

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