Enabling Deposit Invoice Bookings

← Bookkeeping Data Creation

Deposit invoices are usually exempt from the booking data creation. If required by your accounting, you can, however, still enable the revenue bookkeeping data generation for deposit invoices.

To this end, activate the corresponding global setting Create Bookkeeping Data for Deposit.

1. Click to enter Setup, then open Custom Settings.

   In Salesforce Lightning, navigate to Custom Code > Custom Settings.

   In Salesforce Classic, navigate to Develop > Custom Settings.

2. Click Manage in the row of Global Settings.

3. Click Edit in the Default row.
4. Select the checkbox Create Bookkeeping Data for Deposit.

5. Click Save.

   This creates revenue bookkeeping data for deposit invoices as soon as they are finalized.

Info

Be aware that finalizing the final invoice produces a reverse booking detail for originally booked deposit amount.