A Down Payment is a deposit or initial payment that you receive from a Customer before delivering goods or services. A Down Payment Invoice is an Invoice that you issue for such a deposit.

A Down Payment Invoice must be connected to a Sales Order or to a Hotel Reservation. If you need to issue a Down Payment Invoice, you must therefore create a Sales Order or a Reservation first.

In the Hotel module, you can create a Down Payment Invoice by opening a Reservation and selecting 'Down Payment' from the Create (Windows/macOS) or + (iOS/Android) menu.

Before creating a Down Payment Invoice, you should use the Down Payments setting in the Hotel and Sales Orders modules to specify how Down Payment Invoices will be constructed. Amongst other things, this setting allows you to specify the text that is to be included in Down Payment Invoices, the Payment Term to be used in Down Payment Invoices and the Sales Account that is to be credited with Down Payment amounts. The value of a Down Payment Invoice will by default be a percentage of the value of the Reservation. Specify the percentage in this setting.

As just mentioned, the Down Payments setting is located in both the Hotel and the Sales Orders modules. Please refer here for a full description. If you open the Down Payments setting from the Hotel module, you will not see the Details on Invoice option. This option will not be used when creating Down Payment Invoices from Reservations, and will always be treated as not selected.

If you have specified a Down Payment Percentage and a Payment Term in the Down Payments setting for use with Sales Orders, you can specify that a different Percentage and/or a different Payment Term will be used in Down Payment Invoices created from Reservations. To do this, use the Down Payment Prc. and Down Payment Terms fields on the 'Terms' card in the Hotel Settings setting (there are also Down Pay. Prc. and Down Pay. Terms fields on the 'Defaults Online' card in the same setting for use with Down Payment Invoices that are created online). You can also specify a different Percentage and/or a different Payment Term for use with a particular Customer, using the Customer Terms setting.

Please refer here for more details about Down Payment Invoices.

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