GHH Odoo ValorPay Deposit Tutorial

This video shows how to record customer deposits in Odoo using Accounting → Customers → Payments so we don’t need down payment invoices and can still keep orders in Quotation stage when needed.

Use this process when a customer pays a deposit before we create the final invoice (for example, when they leave a deposit at the showroom but the order is still a quote). Do not use this to fix old Sage/2090 issues or for normal invoice payments; those go through the standard “Register Payment” flow handled with accounting.

Steps covered in this video:

• Go to Accounting → Customers → Payments.

• Click New and choose the existing customer.

• Enter the deposit amount, date received, and a clear memo describing what the payment is for.

• Save, Confirm, and Validate the payment.

• Later, create and confirm the final invoice for that customer.

• On the invoice, use the outstanding credits banner/button to apply the deposit to the invoice as a partial payment.

• Send the invoice to the customer as usual; they’ll see the remaining balance after the deposit.