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Payment or Deposit for Magento 2 Extension

User Guide (Manual) for Payment or Deposit Module for Magento 2

Features of Payment or Deposit for Magento 2

Enhance your Magento 2 store by managing deposits, partial payments, and due invoices. Record payments without forcing invoice creation and apply deposits accurately to future invoices.

  • Total Deposit Tracking: Record deposit payments directly from the order without creating invoices.
  • Apply Deposited Amount: Checkbox under Payment Method to apply full, partial, or no deposit amount during invoice creation.
  • Accurate Due Calculation: Order’s Total Due = Grand Total – Total Deposit.
  • Offset Deposits: Deposits adjust automatically when invoice quantities are updated.
  • Separate Payment Records: Keep deposits independent from invoice payments for better accounting traceability.
  • QuickBooks Compatibility: Works like QuickBooks — invoices record transactions, while deposits record payments separately.
  • Multiple Deposits Support: Handle multiple deposit payments on the same order, before invoicing.
  • Hide/Adjust Paid Totals: Option to remove or adjust Magento’s default “Total Paid” if it conflicts with deposit tracking.
  • Standard Accounting Compliance: Ensures invoices and deposits align with accrual-based accounting rules.

HOW TO INSTALL VIA SSH.

  • Step 1.

    Before starting the installation:

    • Ensure your Magento version is compatible - Please check the current compatible versions on its product page.
    • Install the extension on a testing/development/staging environment first, then, after thoroughly testing it out, install it on a production (live) environment.
    • Make sure the Magento instance is in developer mode. You can use the php bin/magento deploy:mode:set developer command to change the mode to developer and then check to make sure the generated folder in the root of the Magento project is empty.
  • Step 2.
    Copy the extension files into the following paths of your Magento 2 instance. If the app/code/Acx directory does not exist, create it manually:
    app/code/Acx/Backend
    app/code/Acx/Quote (example path; this may differ for other modules)
  • Step 3.
    Access the root of your magento 2 project from command line and run the following commands:
    composer require mpdf/mpdf
    php bin/magento module:enable Acx_Backend Acx_Purchase Acx_PurchasePro Acx_Pdf Acx_PdfPurchase Acx_Supplier
    /* (example extension; this may differ for other modules) */
    php bin/magento setup:upgrade
    rm -rf var/di generated/*
    php bin/magento setup:di:compile
    rm -rf pub/static/*/*; rm -rf var/*/*
    php bin/magento setup:static-content:deploy -f
    php bin/magento cache:flush
  • Step 4.
    Flush any cache that you might still have enabled on your server or in Magento.
  • Step 5:
    If your store was in production mode before starting the installation, make sure to switch it back to production mode by running the following command in the root of your Magento installation: php bin/magento deploy:mode:set production.
  • Step 6:
    The extension is now installed on your Magento store! Congratulations!

Recording Payments as Deposits

Use the payment form in sales orders to record deposits without generating an invoice. These deposits reduce the balance due later.

Record Deposit Payment
Deposit Features
  • Record payments without forcing invoice generation.
  • Track all deposits under the order before invoicing.
  • Maintain clear distinction between deposit and invoice payments.
Why this matters
  • Supports advance payments and installment workflows.
  • Keeps order balances accurate for both customer and accounting.

Invoice Creation with Deposits

When creating invoices, deposits can be applied fully, partially, or not at all. The “Apply Deposited Amount” checkbox ensures maintainability by appearing under the Payment Method section.

Apply Deposits on Invoice
Invoice → Deposit Application
  • Checkbox to Apply Deposited Amount under Payment Method.
  • Automatically adjusts due total by subtracting applied deposits.
  • Works even when multiple invoices are created per order.
Example: 
Grand Total:   $500.00
Deposit Paid:  $200.00
Invoice Due:   $300.00

Order Totals & Accounting View

Order totals reflect deposits and invoices clearly to align with proper accounting practices and QuickBooks workflows.

Order Totals with Deposit
Totals Breakdown
  • Grand Total: Full order amount including tax and shipping.
  • Total Deposit: Payments received but not yet invoiced.
  • Balance Due: Grand Total – Total Deposit.
Benefits
  • Prevents incorrect auto-payment records in Magento core.
  • Keeps invoices aligned with QuickBooks or external accounting software.
  • Improves B2B deposit workflows and partial payment handling.
Read more about the Partital Payment or Deposit Extension.

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