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V8 - Adding a payment from a new sales order

A new payment can be created by entering a deposit amount on a sales order, although we recommend that you record the deposit on an invoice instead.

But if you choose to enter the deposit in a sales order, please note that this method can be used only on a new sales order in which the deposit is paid with a credit card. In addition, the deposit must be removed from the invoice and then a second journal entry must be manually entered in QuickBooks Online to move the deposit to the invoice.

edit_noteNOTE: Once the sales order is saved (including Save and keep editing), the sales order is no longer considered new. Consequently, the option to add credit card details will not be available on a saved sales order. However, you can add a new payment record for that customer to apply a deposit amount to the sales order. When a deposit is linked to a payment, the deposit amount may not be edited from within the sales order.

To add a payment from a new sales order:

Open a new sales order. Go to Quick add > Sales > Sales order—or Operations menu > Sales > Sales orders, then select Add new.
Enter the customer, items, and other data needed.
1. In the Deposit area, enter the credit card payment details.
Upon saving the sales order, SOS Inventory will:
1. Process a credit card transaction via MerchantTrack and add the record of that transaction to the SOS Pay list.
2. Generate a payment transaction and add it to the Payments list.

A payment transaction for a sales order will be reflected in QuickBooks Online as a journal entry that debits the default deposit asset account and credits the default deposit liability account, as designated in the Sales settings (Settings > Sales settings > General).

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