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Deskera Books

Easy-to-use Online Deposit Software

Keep up to date with advance payments and cash deposits in a single view.

Start 15 days trial
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Improve Your Cash Flow with Deposits

Struggling to maintain positive cash flow? Request an advance payment or deposit and offset it against future invoices.

Provide your business with much-needed financial resources before the final payment. Say goodbye to cash flow worries and focus on exceeding your customer's expectations.

Deposits Provide Protection Against Nonpayment

It is paramount for companies, especially small businesses, to have protection against customers not paying for their orders.

Implement a non-refundable deposit to discourage customers from defaulting on their orders. Provide your business with compensation if customers do not pay in the end.

Milestone Payments for Project-based Industries

Deposits in the form of milestone payments are commonplace in the construction and project-based industries, where completion of a request can take up to months or even years.

Milestone payments help companies, especially small businesses, to improve their cash inflow and support their operations.

Utilize Deposits Against Invoices with Ease

Record advance payments and deposits for your contacts in the currency of your choice.

Use the deposits to knock off against existing or future invoices in seconds. Free up your valuable time for more important and pressing matters.

Meticulously Record Direct Payments

There are instances that you receive payments into your bank and cash accounts without invoices.

Record these deposits as direct payments in a centralized interface. Track the reference number and cheque number easily for future usage

Choose the Deposit's Payment Method of Your Choice

There are multiple ways your customers can make payments to your business: cash, cheque, or bank transfer.

Track the payment method of the deposits by selecting an option from the dropdown. Record the reference number for bank transfer and cheque number for cheque receipt in seconds.

Add Deposits on the Go

It can be frustrating if you have to use your laptop each time you record a new deposit, especially when you are out meeting with clients. Deskera Mobile App will help you to solve just that!

Add deposits on the go and manage them seamlessly. Create direct payments and advance payments in real-time across all devices: PC, laptop, tablet, and mobile phones

Consolidates Payments & Deposits in One Report

Managing payments from customers can be overwhelming as there are direct payments, advance payments, and payments against invoices.

The Receipt List Report helps you to tackle this challenge by compiling all types of payments and deposits into a single report. View all records in real-time and export out in excel or pdf.

What our Customers Say About Us

Whatever your business
size, Deskera enables you to
simplify operations across
business functions. Here's
what our customers say
about us.

At GoDo, we understand that managing our finances and customer relationships is essential for our success. Deskera has provided us with an easy to use and intuitive platform that has enabled us to access our financial data, track customer relationships, and manage our finances with ease. We have been able to streamline our processes, better manage our finances, and stay on top of our customer relationships. We highly recommend Deskera to any business that is looking to stay organized and efficient.

Wesley Wright

CEO, GoDo Life

We are extremely pleased with our decision to switch to Deskera and have seen a significant improvement in our business operations since making the switch. The sales process was smooth from start to finish and customer support at every step of the implementation was stellar. Highly recommend Deskera to those looking for a great ERP solution.

Wally Mears

CEO, The Jungle

At Disruptive, our goal is to provide our customers with the best user experience. We implemented many elements of Deskera's integrated platform to replace other 3rd party systems thereby streamlining our operations and creating seamless customer experiences. Deskera has allowed us to improve scalability, manage resources more effectively, and prioritize customer satisfaction. We have seen measurable success due to our partnership with Deskera and we will be looking to take further advantage of the

Fred Smith

CEO, Disruptive Drinkware

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Easy-to-use Deposit Software for Your Business
✓ Receive cash resources before final payment
✓ Maintain a positive cash flow to run business
✓ Discourage customers from defaulting with non-refundable deposits
✓ Implement milestone payments for long term projects
✓ Utilize deposits against invoices with ease
✓ Record direct payments in a single interface
✓ Choose the deposit’s payment method of your choice
✓ Add deposits on the go
✓ Consolidates payments and deposits in one report
Boost your productivity
You can save 200+ hours annually by switching to Deskera. Sign up today to see the difference

Frequently Asked Questions

What is a deposit?
A deposit (also known as a down payment) is an advanced payment required before the fulfillment of an invoice. Deposits are usually required for orders that require a large number of products, customized orders, or services such as home improvement or repair services. The outstanding payment is due after the customer receives the goods or services in full.
Why do I need a deposit?
Introducing a deposit requirement for large or custom orders can significantly improve your cash flow as it provides you some resources before the final payment.Additionally, a non-refundable deposit also discourages customers from defaulting on their orders and provides compensation if they do not pay in the end.
What is the difference between direct payment and advance payment?
Both direct payment and advance payment record the deposits from your customers. However, you can utilize advance payment against invoices to knock off the outstanding balances of the customers.
How can I add more bank and cash accounts to receive deposits?
When you create a deposit, you can choose which bank or cash account you want to deposit the money in.To create more bank and cash accounts, go to Accounting > Chart of Accounts and click on the 'Add' button.
Can I create a deposit in another currency?
Yes, you can create a deposit in another currency based on the currency of the bank or cash account you choose.
What are the payment methods available?
If you create a deposit into a bank account, there are two payment methods: cheque and bank transfer. You can record a reference number for the bank transfer and a cheque number for the cheque method. There is no payment method if you create a deposit into a cash account.
How can I add more accounts to be used for deposits?
When you create a deposit, you can choose which account you want to credit.To create more accounts, go to Accounting > Chart of Accounts and click on the 'Add' button.
Can I edit my deposits?
Yes, you can edit, copy, print, and delete deposits by clicking the 3 dots on the right-hand side of the deposit.

Run Your Business With Deskera

What if you could replace at least three different SaaS tools (and their subscriptions) with a single application?

Start 15 days trial
Deskera

Books

ERP,Books,Invoice,Quotes,Purchase orders,Bills,Inventory management,Chart of accounts,Credit,Debit notes,Custom fields,Expense,Online Invoice Payments,Multi-Currency

CRM

CRM,Contacts,Deal Stages,Sales pipelines,Roles management,Helpdesk,Email campaigns,Conversion Funnels,Marketing Automation,Activity Management,Build Landing Pages,Lead Forms

People

HR Software,Run payroll,Submit claims and expenses,Manage leave and time-offs,Hiring Management

Features

Better accounting for businessPick, Pack, Ship with DeskeraBack orders with Deskera BooksInventory with Deskera BooksMoving on from QuickbooksMaking purchases with easeCustomized reports and moreBuilding contacts and relationshipsStay on top of your billingCreating quotes with Deskera BooksEasy tax filing with DeskeraCredit notes with Deskera BooksWarehouse management with DeskeraCustom fields in DeskeraDiscover customer relationsDebit notes with DeskeraKnow and work with your contactsDeposits with DeskeraEasy deals with Deskera CRM

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Deskera’s chart of accountsUser role management with DeskeraDropship with Deskera BooksManage payroll with DeskeraInvoicing with Deskera BooksAttendance and leaveJournal entries with DeskeraExpenses and claimsGeneral ledger in DeskeraBookkeeper and accountantsOpening balances with DeskeraAccounting softwareAutomate expense managementManage sales tasksAccept online paymentsDesign no-code landing pagesConvert better with funnelsCapture leads with formsAutomate marketing workflowsAutomate hiring process

Resources

GDPR

Company

Contact usWhy DeskeraAbout Deskera

Resources

GDPR

Features

Better accounting for businessPick, Pack, Ship with DeskeraBack orders with Deskera BooksInventory with Deskera BooksMoving on from QuickbooksMaking purchases with easeCustomized reports and moreBuilding contacts and relationshipsStay on top of your billingCreating quotes with Deskera BooksEasy tax filing with DeskeraCredit notes with Deskera BooksWarehouse management with DeskeraCustom fields in DeskeraDiscover customer relationsDebit notes with DeskeraKnow and work with your contactsDeposits with DeskeraEasy deals with Deskera CRMDeskera’s chart of accountsUser role management with DeskeraDropship with Deskera BooksManage payroll with DeskeraInvoicing with Deskera BooksAttendance and leaveJournal entries with DeskeraExpenses and claimsGeneral ledger in DeskeraBookkeeper and accountantsOpening balances with DeskeraAccounting softwareAutomate expense managementManage sales tasksAccept online paymentsDesign no-code landing pagesConvert better with funnelsCapture leads with formsAutomate marketing workflowsAutomate hiring process

Company

Contact usWhy DeskeraAbout Deskera

Resources

GDPR

Industries we serve

CafesShopify sellerFranchiseseCommerce

-

Creative agenciesManufacturingTourismIT resellers

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RetailRegional businessesStartups

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Wholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agenciesManufacturingTourismIT resellersRetailRegional businessesStartupsWholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agenciesManufacturingTourism

-

IT resellersRetailRegional businessesStartupsWholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agenciesManufacturingTourismIT resellersRetailRegional businessesStartupsWholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agencies

-

ManufacturingTourismIT resellersRetailRegional businesses

-

StartupsWholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agenciesManufacturingTourismIT resellersRetailRegional businessesStartupsWholesale tradingInformation technologyHealthcare
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