Using a Deposit as Payment on a Parts Invoice

Use a collected deposit as payment when invoicing parts on a partial or full sale. This procedure applies after a deposit has been collected on the parts invoice. See How to Collect a Deposit for steps to collect a deposit before invoicing.

  1. Navigate to Product Support > Parts > Parts Invoicing.

    The Parts Invoicing screen opens.

  2. Create or locate the parts invoice you wish to apply a deposit to.

    The Parts Invoicing: Customer tab opens.

  3. Click the Details tab.

    The Parts Invoicing Details tab opens.

  4. Note the Current Deposit Amount; this is the amount of money currently available to make a whole or partial payment on this invoice.

  5. Confirm your Iss numbers, and when ready click the Invoice button.

    The Process Deposit screen opens.

    Note:  If the entire order is being fulfilled on this invoice (all parts delivered to the customer), the entire deposit amount is applied and the invoice closes (see the final step).

  6. Enter the Deposit Amount To Be Used as a payment against the invoice and click Save.

    IntelliDealer applies the deposit amount to the sale, and a DEPOSIT part number with a quantity of -1 and a value the same as your Deposit Amount To Be Used is sold to this parts invoice. The invoice also shows the amount of money left as a deposit (Outstanding Deposit Amount).

  7. When all parts have arrived and you fulfill the entire order, the invoice closes as normal.

See also: Parts Deposit and Process Deposit, How to Collect a Deposit, and Deposit: Parts.

Security: 823 - Product Support - Parts Invoicing

Revision: 2026.07