AutoCount Deposit & Sales Order Plugin

AutoCount Deposit & Sales Order Plugin — Customer Deposit Tracking for AutoCount Sales Orders

AutoCount Deposit & Sales Order Plugin is an AutoCount Accounting add-on that enables Malaysian businesses to record customer deposit payments directly within Sales Orders. When a customer pays a deposit before goods are delivered, the plugin captures the deposit amount against the Sales Order, tracks the deposit balance in real time, and automatically knocks off the deposit when the Sales Order is converted to an Invoice or Delivery Order. No more manual tracking of deposits in spreadsheets, no separate journal entries for advance payments, and no risk of forgotten deposits that never get applied to the final invoice.

Why AutoCount Deposit & Sales Order Plugin?

In standard AutoCount Accounting, Sales Orders do not have a deposit recording function. When a customer pays a deposit, the accounts team typically records it as an AR payment or journal entry separately — then must remember to apply that deposit when the final invoice is generated. This creates multiple problems: deposits are recorded but not linked to the specific Sales Order, staff forget to deduct the deposit on the final invoice resulting in overcharging, or deposits are applied to the wrong order. The Deposit & Sales Order Plugin solves all of this by embedding the deposit directly into the Sales Order workflow — the deposit is recorded, tracked, and applied within the same document flow.

AutoCount Deposit & Sales Order Plugin Key Features

Record Deposits in Sales Orders

When a customer makes a deposit payment — whether 30%, 50%, or any amount — record it directly in the Sales Order. The plugin adds a deposit entry function within the Sales Order screen. Enter the deposit amount, payment method, cheque number or reference, and the date received. The deposit is linked to that specific Sales Order — not floating as a separate transaction.

Auto Knock-Off Against Invoices

When the Sales Order is transferred to a Sales Invoice, the plugin automatically deducts the deposit amount from the invoice total. A RM10,000 Sales Order with a RM3,000 deposit results in an invoice showing RM7,000 remaining balance. The knock-off happens automatically — no manual adjustment, no separate credit note, no risk of overcharging the customer. Customisable knock-off options let you control how deposits are applied based on your business workflow.

Real-Time Deposit Balance Tracking

View the deposit status of every Sales Order at a glance — total order amount, deposit received, deposit balance remaining, and outstanding amount to collect. Management can see which orders have deposits, which are fully prepaid, and which have outstanding balances. This provides real-time cash flow visibility on customer advance payments.

Transfer to Invoice & Delivery Order

The plugin integrates with AutoCount's standard document transfer workflow. Transfer a Sales Order with deposit to an Invoice or Delivery Order — the deposit information carries over automatically. The resulting invoice reflects the deposit already received and shows only the remaining balance due. Delivery Orders can be generated knowing the deposit has been secured.

Multiple Deposit Payments Per Order

Customers may pay deposits in stages — 30% on order confirmation, another 30% before production starts, and 40% on delivery. The plugin supports multiple deposit entries per Sales Order, tracking each payment separately and calculating the cumulative balance. Each deposit entry records its own amount, date, and payment method.

Deposit Reporting

Generate reports showing all deposits received across Sales Orders — by customer, by date range, by salesman, or by order status. Track total deposits collected, deposits pending knock-off, and deposits already applied to invoices. This gives the finance team visibility into advance payments and their status in the fulfilment cycle.

Who Should Buy AutoCount Deposit & Sales Order Plugin?

Furniture & Custom Manufacturing Businesses

Furniture makers, cabinetry shops, and custom manufacturers that collect deposits before starting production. The customer confirms the order with a 50% deposit, production begins, and the remaining 50% is collected on delivery. The plugin tracks the deposit from order confirmation through to final invoicing — ensuring the deposit is always applied to the correct order.

Printing & Signage Companies

Print shops, signage makers, and advertising material producers that require upfront deposits before starting print runs. The plugin records the deposit against the Sales Order and deducts it automatically when the final invoice is issued after delivery.

Electrical & Lighting Suppliers

Electrical product suppliers, lighting companies, and project-based suppliers that collect deposits on large orders before procurement or delivery. Track which customer orders have deposits, which are awaiting balance payment, and which are ready for delivery.

Event & Wedding Service Providers

Event management companies, wedding planners, caterers, and venue operators that collect booking deposits well in advance of the event date. The plugin maintains deposit records linked to the specific Sales Order for each event — no confusion over which deposit belongs to which booking.

Any Business Collecting Advance Payments

Contractors, interior designers, renovation companies, machinery suppliers, project-based service firms — any Malaysian SME that routinely collects deposits or advance payments from customers before delivering goods or services. If your business model involves deposits, this plugin formalises the process within your AutoCount workflow.

AutoCount Deposit & Sales Order Plugin vs Manual Deposit Tracking

Without the plugin, deposits are recorded as separate AR payments or journal entries — disconnected from the Sales Order. Staff must manually remember to deduct the deposit when invoicing. With the plugin, the deposit lives inside the Sales Order — recorded, tracked, and auto-applied to the final invoice. The difference is between a process that depends on human memory and a process that is system-enforced. For businesses handling dozens or hundreds of deposit-based orders per month, the plugin eliminates double-charging, missed deposits, and manual reconciliation.

What's Included

✅ Deposit Recording Directly in Sales Orders
✅ Auto Knock-Off of Deposits Against Invoices
✅ Real-Time Deposit Balance Tracking Per Order
✅ Transfer to Invoice & Delivery Order with Deposit Applied
✅ Multiple Deposit Payments Per Sales Order
✅ Customisable Knock-Off Options
✅ Deposit Reporting (By Customer, Date, Salesman, Status)
✅ Compatible with AutoCount Accounting 2.2