Customer Deposit Centre

What is the Customer Deposit Centre?

The Customer Deposit Centre in XoroERP serves as a centralized repository for managing all customer deposits efficiently. It provides a comprehensive overview of customer deposit details, including creation date, total amount, applied or refunded amounts, and more. Users can easily access transaction-related information and search for deposits using various criteria such as status, customer, deposit number, and reference number. Additionally, the centre offers options to unapply deposits and manage transactions effectively.

Use Cases

With header-level options like printing, viewing transactions, applying deposits to invoices, and voiding deposits, users can streamline workflows and enhance customer satisfaction.

Sales representatives benefit from simplified deposit management, enabling them to provide timely and accurate information to customers, and fostering stronger client relationships.

The ability to unapply deposits provides flexibility in handling customer transactions, contributing to smoother sales operations.