The Invoice - Deposit Without Orders report generates a deposit invoice for a customer using Boomer's deposit feature, without requiring an existing order. The report allows you to select a customer, specify a deposit activity date range, and choose the contact displayed on the invoice.
Description
This report generates a deposit invoice for a customer using Boomer's deposit feature. Unlike standard invoices, it does not require an existing order for the customer.
Select an event and deposit activity date range, then choose a customer with deposits in that event. You can also select the contact whose information will appear in the invoice header.
Payment Terms
The payment terms displayed at the bottom of the invoice can be customized under Store Configuration. See Messages for instructions on editing this content.
Report Example
Available Parameters
Use the following parameters to select the deposit activity, customer, and contact for the invoice.
| Field Name | Available Values | Default |
|---|---|---|
| Event | Any event in the system | None |
| Deposit Activity Start | Any date | Beginning of time |
| Deposit Activity End | Any date | End of time |
| Customer | Any customer with deposits in the selected event | Not specified |
| Contact | Contacts associated with the selected customer | Not specified |
Parameter Details
Customer: Select a customer with deposit activity in the chosen event.
Contact: Select the contact whose information should appear in the invoice header. This contact will be displayed regardless of how many contacts are associated with the selected customer.
Tip: Use this report when you need to generate a deposit invoice for a customer before an order has been created in Boomer. The Deposit Activity Start and Deposit Activity End parameters allow you to limit the deposit activity included.
Sample Report
Open the Invoice - Deposit Without Orders PDF to see an example of the finished deposit invoice.