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1. Deposit invoices do not have GST (Tax type NA)
2. Later invoices will credit the deposit amount with no GST (Tax type NA)
3. Deposits are taken as part of the sales process

Discounts

1. Discounts apply at the following levels
   1. Quote
   2. Package
   3. Sales Order
      1. Discounts may be adjusted once the sales order is created, all changes are audit tracked.

A sales Order is the customer agreement

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1. The customer invoice is for the agreed order value
2. The invoice is created at the time of confirming the order
3. The date of the invoice is set to be at the date of the expected installation date
4. The invoice date may be changed manually
5. Progress payments will allocate to the invoice
6. An Additional invoice (Credit Note) will be created for changes to the original order
   1. This invoice will be created at the end of the job once all changes are known

Calculation of the amount to invoice for a date

When a customer needs to make a progress payment -

Preview the amount they need to pay by entering the date they are paying up to - it includes:

1. Deposit for articles not yet invoiced
2. Restocking fees not yet invoiced
3. Services in Delivered status with a required date on or before today
4. Delivery fee if any articles or fabrications not flagged as customer pickup are included in invoice and delivery fee has not yet been invoiced.
5. Preview invoice also lists any unpaid invoices for this order and any unallocated payments or credit notes.

Then create the invoice and take the payment.

When sourcing from the company that made the sale

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