Applying Existing Customer Deposits to New Customer Invoices
I have existing Customer Deposit transactions, and I would like to apply these transactions to new Customer Invoices. I have tried to do this with a CSV import, but I’m unable to link the Customer Deposit to the new invoice. Any workarounds you’ve discovered?
From the ui, you can do this at the Sales Order level. Set the
Sales Order field of the Customer Deposit to the sales order of the invoice. CSV Imports don’t support Customer Deposits.
From the ui, you can do this at the Invoice Level by creating a Deposit Application by clicking the apply button on the Customer Deposit. CSV Imports don’t support Deposit Applications.
From the ui, you can do this at the Customer Payment Level by setting values on the deposits sublist of the Customer Payment. CSV Imports don’t support the deposits sublist for Customer Payments.