AutoCount Advance Deposit Setup Guide
What is AutoCount Advance Deposit Plugin?
The AutoCount Advance Deposit Plugin helps businesses collect and manage upfront customer deposits directly from Sales Orders within AutoCount Accounting. With features such as Sales Order Deposit Creation, Deposit Balance Tracking, Over-Collection Prevention, Existing Deposit Management, and Daily Collection Reporting, businesses can manage customer advance payments more efficiently. The Advance Deposit Plugin simplifies deposit processing, reduces manual work, and improves visibility over collected payments and remaining Sales Order balances.
Why Use AutoCount Advance Deposit Plugin?
Managing customer deposits separately from Sales Orders can lead to inaccurate records, duplicated work, and difficulties tracking how much has been collected.
The AutoCount Advance Deposit Plugin provides a structured approach to managing advance payments while keeping deposit information connected to the original customer order.
Prevent Deposit Over-Collection
Validate deposit amounts against the remaining Sales Order balance to reduce the risk of collecting more than the permitted amount.
Simplify Deposit Processing
Create Advance Deposit Cash Sales directly from existing Sales Orders without preparing unrelated deposit transactions manually.
Improve Deposit Balance Visibility
Monitor collected deposit amounts and remaining Sales Order balances through linked transaction information.
Streamline Daily Collection Reviews
Review daily collections across selected dates and business locations using dedicated collection reports.
Key Features of AutoCount Advance Deposit Plugin
Sales Order-Linked Deposit Creation
Generate Advance Deposit Cash Sales from saved Sales Orders while maintaining a clear connection to the original order.
Deposit Balance & Over-Collection Control
Limit deposit amounts according to the available Sales Order balance and update relevant payment summaries after saving.
Flexible Deposit Configuration & Management
Standardize deposit items and document numbering while providing access to available existing deposit records.
Multi-Location Daily Collection Reports
Analyze collections by date and location, including supported payment, receipt, refund, and deposit-related information.
Who Should Use AutoCount Advance Deposit Plugin?
Businesses Collecting Customer Deposits
Ideal for businesses requiring customers to pay deposits before fulfilling Sales Orders or completing transactions.
Sales & Order Processing Teams
Helps sales personnel manage advance deposits directly from saved customer Sales Orders.
Cashiers & Accounting Departments
Suitable for employees responsible for recording customer deposits, reviewing collection amounts, and checking outstanding order balances.
Multi-Outlet Businesses & Finance Managers
Useful for companies needing better visibility over collection activities across different branches or locations.
How AutoCount Advance Deposit Plugin Works
A. Access Rights
AdvanceDeposit adds access-controlled commands for creating and applying advance deposits, opening
the license screen, and opening the Daily Sales Report With Cash Flow Analysis. Grant the rights required
by each user role.
1. Go to General Maintenance > Access Right Maintenance.
2. Expand the SL Plugins section and select AdvanceDeposit Plugin.
3. Click Set Group Access Rights.
4. Select the relevant user group, example; Admin. Change the permission from Don’t Change
to Add. Click OK.
5. Click Yes to apply the access rights to all sub-commands.
B. Advance Deposit Settings
Advance Deposit Setting controls the item, document-number format, and optional e-Invoice submission
flag used when the plugin creates an Advance Deposit Cash Sale.
1. Open Advance Deposit > Advance Deposit Setting.
2. Select the stock item used for Advance Deposit under Deposit Item Code. The item list is loaded
from the Item master.
3. Select the Default Doc No format for the Cash Sale created as an Advance Deposit.
4. Click Save. The settings are used for new Advance Deposit documents.
C. Create an Advance Deposit from Sales Order
A saved Sales Order can create a new Advance Deposit Cash Sale or open an existing unused deposit for
the same debtor. The deposit amount cannot exceed the Sales Order balance, and the deposit is linked
back to the source Sales Order.
C.1 Create a new deposit
1. Open Sales Order and select a saved Sales Order with a debtor.
2. Click Advance Deposit in the Sales Order ribbon or command area.
3. Select Create New Deposit.
4. Review the generated Cash Sale number, debtor, item, and amount.
5. Enter or adjust the deposit amount within the available Sales Order balance.
6. Save the Cash Sale. The deposit balance and Sales Order payment/balance summary are
updated.
C.2 Open an existing deposit
1. Select the Sales Order and click Advance Deposit.
2. Choose an available deposit listed with its Cash Sale number, remaining amount, and source Sales
Order.
3. Review or edit the deposit in the Cash Sale window.
4. Save the document when the permitted changes are complete.
D. Daily Collection Report
Daily Collection Report summarizes collection documents for a selected date range and location. It
includes payment collections, invoice-related receipts, refunds, and relevant deposit or transfer information
according to the selected report layout.
1. Open Advance Deposit > Daily Collection Report
2. Select Collection Date and To date.
3. Select the required Location values. Use Check All or UnCheck All to manage the location
selection.
4. Use Report > Daily Collection Report or Report > Daily Collection Report with Outlet to choose the
available report view.
5. Click OK to generate the report.
Benefits of AutoCount Advance Deposit Plugin
More Accurate Deposit Collection
Validate deposit amounts against Sales Order balances to reduce the risk of over-collection.
Faster Advance Payment Processing
Create linked Advance Deposit Cash Sales from existing Sales Orders without repeating unnecessary transaction entry.
Better Deposit Tracking & Traceability
Maintain the connection between customer deposits and their source orders for clearer payment and balance reviews.
Improved Daily Collection Visibility
Review payment collection information across selected dates and locations using dedicated report layouts.
Conclusion
The AutoCount Advance Deposit Plugin helps businesses manage upfront customer payments more efficiently by connecting advance deposits directly to Sales Orders within AutoCount Accounting.
With Sales Order-linked Cash Sale creation, deposit amount validation, balance tracking, existing deposit access, and daily collection reporting, businesses can reduce manual work and maintain clearer deposit records.
For companies that regularly collect customer deposits, the Advance Deposit Plugin provides a practical solution for improving payment control, deposit traceability, and collection management.
Frequently Asked Questions
How does the Advance Deposit Plugin benefit businesses?
The plugin simplifies deposit processing, helps prevent over-collection, maintains links between deposits and Sales Orders, and provides daily collection reporting.
Can the plugin create deposits directly from Sales Orders?
Yes. Users can create an Advance Deposit Cash Sale from an eligible saved Sales Order.
Does the plugin support partial deposit paymetns?
Yes. Businesses can record a deposit amount within the available Sales Order balance rather than requiring customers to pay the entire order value upfront.
Can the plugin prevent deposit over-collection?
Yes. The deposit amount is validated against the Sales Order’s available balance, reducing the risk of collecting more than the permitted amount.
Does the plugin update the Sales Order after a deposit is saved?
Yes. The relevant Sales Order deposit and payment or balance summary is updated when the linked Advance Deposit Cash Sale is saved.
Can businesses access existing deposits?
Yes. The plugin allows users to access eligible existing unused deposit records associated with the relevant debtor through the Sales Order deposit workflow.
Simplify Your Customer Advance Deposit Management Today!
Still managing customer deposits separately from Sales Orders and manually checking how much has been collected?
With the AutoCount Advance Deposit Plugin, your business can create advance deposit records directly from Sales Orders, control collection amounts, track remaining balances, and review daily collections across business locations.
Whether you’re collecting upfront payments, managing order deposits, or reviewing branch collections, this plugin helps make deposit management more organized and efficient.
Looking for a better way to manage customer advance deposits in AutoCount Accounting?
Contact SL Software Solutions Sdn. Bhd. to discover how the AutoCount Advance Deposit Plugin can support your deposit collection and financial management processes.