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Acumens Customer Deposits & Prepayments Management

Available from Microsoft AppSource and OnPrem

Streamlines deposit and prepayment workflows while improving AR reporting, giving businesses greater control, flexibility, and smoother financial operations.

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Acumens Customer Deposits & Prepayments Management Acumens Customer Deposits & Prepayments Management

Acumens Customer Deposits & Prepayments Management

For Microsoft Business Central and Dynamics Nav

Acumens Customer Deposits & Prepayments Management is an app designed to streamline deposit and prepayment processes, improving Accounts Receivable within Dynamics Business Central and Dynamics NAV. This extension offers businesses greater flexibility and control over deposit workflows, ensuring smoother financial operations and enhanced cash flow management.

Acumens Customer Deposits & Prepayments Management

Sales Quote Deposits

Allows businesses to set up deposits at the quote level, enabling acceptance of deposits without affecting inventory.

Acumens Customer Deposits & Prepayments Management

Sales Order Deposits

Enables deposit setup at the sales order level rather than the standard line-by-line method.

Acumens Customer Deposits & Prepayments Management

Purchase Order Deposits

It provides consistent and user-friendly options across both sales and purchase transactions.

Enhance deposits, prepayments, AR control and cash flow

Acumens Customer Deposits & Prepayments Management

Screenshots

Acumens Customer Deposits & Prepayments Management Setup
Sales Order
Sales Deposit
Customer Deposit Summary
Aged Accounts Receivable

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Acumens Customer Deposits & Prepayments Management

Features

 Sales Quote Deposits:   Allows businesses to set up deposits at the quote level, enabling acceptance of deposits without affecting inventory. Note: Business Central does not natively support deposits for sales quotes.

 Sales Order Deposits:  Enables deposit setup at the sales order level rather than the standard line-by-line method. Offers flexible options, including percentage-based deposit calculations or fixed deposit amounts.

 Purchase Order Deposits:   Similar to the Sales Order Deposit feature, this allows deposit setup at the purchase order level. It provides consistent and user-friendly options across both sales and purchase transactions.

 Purchase Deposit Request:   Let's businesses use a master list to consolidate multiple purchase orders for the same vendor and process deposits collectively. This simplifies the deposit workflow and reduces administrative overhead.

 Sales Deposit Request:   Similar to the Purchase Deposit Request, this feature allows consolidation of multiple sales orders for the same customer. It streamlines the deposit process and boosts operational efficiency. It is also possible to initiate a deposit request without a sales order or quote. We can specify the Item/Fixed Asset/Resource directly on the sales deposit request lines.

 Multiple Payment Methods:   Supports e-commerce and point-of-sale payments, including ACH. Integrates both card-present and card-not-present transactions for seamless payment experiences. Supported methods include EMV, NFC contactless payments (e.g., Apple Pay, Google Pay), and EMV chip & PIN.

 Advanced Accounts Receivable:   Provides enhanced reporting tools that offer deeper insights into financial health, empowering businesses to make informed decisions and manage cash flow more effectively.

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Frequently Asked Questions

Business Central requires a sales order or prepayment structure before a deposit can be invoiced or received. This restricts businesses that need to collect funds upfront for custom work, reservations, or special order items. Acumens Customer Deposits & Prepayments Management removes this limitation by allowing users to create a deposit invoice and receive cash without a sales order, including specifying Items, Fixed Assets, or Resources directly on the deposit.
Standard Business Central handles deposits one document, one line at a time, offering no native way to consolidate multiple sales orders into a single deposit request. This creates unnecessary administrative overhead and fragmented financial tracking. Acumens Customer Deposits & Prepayments Management introduces Sales Deposit Requests, enabling consolidation of multiple orders for the same customer into one streamlined deposit workflow.
Standard Business Central only supports prepayments using a line by line prepayment percentage, which becomes restrictive for businesses that need order level deposit rules or mixed calculation methods. The Acumens Customer Deposits & Prepayments Management solution removes this limitation by enabling Sales Order Deposits at the header level, allowing users to choose percentage based deposits or fixed deposit amounts, giving far greater flexibility and control over deposit workflows.

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