How Deposits on Invoices Work

Source: customer_deposit.rb:52-57, invoices_controller.rb:2764, invoices_controller.rb:2885-2892

• New deposits default to "open" status if no status is provided
• Adding or removing a deposit triggers an invoice recalculation (set_sum_of_items) because the deposit's after_save and after_destroy callbacks save the parent invoice
• Deposits reduce the balance_due on open invoices (balance_due = total - deposits_total)
• Deposits are not allowed on credit or internal invoice types -- error: "Remove deposits before continuing"
• On invoice processing, each customer_deposit is automatically converted to a CustomerPayment, processed, and the deposit status is set to closed
• After conversion, the deposit amount becomes a proper payment record in the system

Support scenarios

• "Why can't I add a deposit to a credit note?" -> deposits are only allowed on standard invoices, not credits or internal invoices
• "The balance due changed when I added a deposit" -> deposits reduce balance_due on open invoices; this is expected
• "Where did the deposit go after processing?" -> it was converted to a customer payment; check the payments section for the invoice