HOW TO RECEIPT A CUSTOMER ORDER DEPOSIT
Scenario 1:
Blackpurl will allow you to receipt a deposit from a customer even if the customer is not yet ready to order anything.
- From the Blackpurl Header - Click
- Click into the Select Customer section by clicking
and then clicking into the Select for an existing customer field.
The Select for an existing customer functionality will allow you to search for the customer using keywords such as surname / first name / mobile number / email address.
As you start typing your search keyword, the system will start listing the search results that match.
In our example we are looking to receive a deposit payment from Jaxon Price (existing customer) and we have started searching with his surname - Price - as the keyword. Click on your selected customer
- Once you have selected your customer, in the Checkout section > click on
- The Deposit window will open for you to complete: Choose a Payment Method / add in the amount received as Deposit and then click on Confirm Deposit.
- Once you have confirmed the Deposit, a Deposit section will be added to your Customer Order.
This section will list any deposits made / allow you to refund any of the deposits or make new deposits.
As there is currently nothing listed for purchase in this Customer Order, the deposit will show as a credit in the Checkout section.
TIP: Should your customer require a receipt for the deposit paid, click on 
for the option of printing or emailing receipt.
for the option of printing or emailing receipt. - Once the customer is ready to purchase and use the Deposit, the user will just need to navigate back to the relevant Customer Order.
Scenario 2:
Blackpurl will allow you to add a deposit to a Customer Order that has already been created.
- Navigate to the relevant OPEN Customer Order that the customer wishes to pay a deposit.
In our example you can see we have an open Customer Order with a Parts & Accessories section and our customer wishes to pay $100 as a deposit towards this Customer Order.
- From the Checkout section > click on
and the Deposit window will open for you to complete: Choose a Payment Method and the amount received as deposit then click on Confirm Deposit
- Once you have confirmed the Deposit, the Customer Order will have a new Deposit section.
This section will list any deposits made / allow you to refund any of the deposits or make new deposits.
You will also note that the running balance in the Checkout section takes into consideration of the deposit paid.
TIP: Should your customer require a receipt for the deposit paid, click on 
. It will give you the option of printing or emailing receipt.