SAP Business One

A/R Down Payment Invoice

 NOTE

Applies to: Sana 9.3.1 and higher

Some businesses require down payments from customers to ensure that the customers are committed and will follow through with the orders they place. If you need to follow this business practice, Sana can create A/R down payment invoices along with the sales orders for your customers automatically in SAP Business One.

 NOTE

A/R down payment invoice can be created only when a customer pays the order online through a payment gateway using a credit or debit card.

When a customer pays an order in the Sana web store online, the A/R down payment invoice will be created for the total order amount.

Starting from Sana 9.3.3, customers can pay orders partially based on their prepayment %. This means that the A/R down payment invoice can be created for the partial payment. The prepayment % and down payment amount are automatically recorded in the A/R down payment invoices created with the sales order in SAP Business One. For more information, see "Prepayments".

Set up A/R down payment invoices creation

To automatically create A/R down payment invoices in SAP Business One along with the sales orders placed by the customers in the Sana web store:

Step 1: Set up a down payment clearing G/L account. In SAP Business One click: Administration > Setup > Financials > G/L Account Determination. On the Sales > General tab, add the appropriate Down Payment Clearing Account. This is the default clearing account that is used for all customers when adding A/R down payment invoices.

Step 2: In SAP Business One click: Web Store > Web Stores. On the Payment Processing tab, enable the option Post A/R Down Payment Invoice Automatically.

If you enable this option in SAP Business One, all sales orders placed by the customers and paid online through a payment gateway in your Sana web store will be automatically created in SAP Business One with A/R down payment invoices.

See also:

A/R Down Payment Invoice