You can record a deposit using any supported payment method such as cash, card, store credit, or AR credit. All activity related to deposits on a customer order are found in the Deposits Drawer.
Add a Deposit
To add a deposit to a Customer Order, open the order and click Deposit in the Customer Order header.
This will provide you with the Add Deposit screen.
Selecting a Till and Terminal
In the header of the Deposit screen you will find the Till and Terminal settings. The Terminal setting will only be available when you have a payment processor enabled. You only need make a selection for either of these if you have multiple Tills or Terminals, otherwise they will be set for you.
Once you make your selections, the application will remember your choices so that you would only need to adjust them when you want to change to a different Till or Terminal.
Setting the Payment Date
You can then adjust the payment date if you need to back date the deposit if necessary.
Selecting a Payment Method
You then need to select what payment method to use for the deposit.
Assigning the Deposit to the Unit Deal
Only when the customer order contains a Unit Deal, you will be given the ability reserve the deposit so that it can only be used when invoicing the deal. If the deposit can be used for anything on the customer order, then select the "Customer Order" option.
Lastly, you can optionally enter a Reference # for the deposit. For example check number when using the Check payment method.
Selecting "Confirm" will add the deposit to the customer order.
Using Store Credits as Deposits
If the customer has Store Credits available on their account, they can be used to record a deposit on a customer order by using the special payment method that will be provided. You can use some or all of these amounts in Deposits.
Payment Method Surcharges
Some payment methods may have a payment method surcharge associated with them. When enabled, this will expose additional values for the surcharges in the deposit amount area.
If you have the Special Actions > Modify payment method surcharge permission enabled, you will also have the ability to adjust the surcharge rate being applied.