Can I collect a deposit from a customer?

Yes, you can collect a deposit from a customer before you start the work.

Go to Finance, then Payments, then Deposits to record one.

A deposit is linked to a customer, and you can optionally link it to a work order too. When you record it, you'll need:

• Customer
• Deposit amount
• Payment method

You can also add a work order link and set the currency if that applies.

Once it's on file, you apply the deposit to an invoice later, in full or in part, and the amount still due drops by that much. Whatever ends up not being used, you can return to the customer directly rather than leaving it stuck on the account.

Because the deposit sits on the customer's own record, Nassima tracks its whole life for you: what was collected, what's been applied, what's been returned, and what balance is still outstanding.

One thing to note: deposits are a feature that has to be switched on for your business first. If you try this and don't see it, that's likely why — ask whoever manages your Nassima setup to enable it.

Applying a deposit to an invoice is a step you take yourself, from the deposit — it doesn't happen automatically just because you've invoiced the job — but once you do, Nassima keeps the running balance and the full history current for you.