Make deposit

A deposit

For orders, repairs and similar projects it is possible to process a deposit.

Deposit for order or repair

1. Click on the 'Order' or 'Repair' button

2. Fill in the total amount. For example, $1400 if that is the price for a set of wedding rings.

3. Turn off the "Pay Later" switch.

4. Fill in the amount to be paid a little lower. For example, $500.

5. Check out the 'deposit' by clicking on the desired payment method. See Chapter 1 or 2 above.

In this other article, we explain how youThe remainder can pay for collection.

Making a second or third deposit later

1. Click Services in the menu.

2. Click the submenu item Requests.

3. Click the View button next to the relevant request.

You can search using, for example, the transaction number, receipt number, repair number, or order number.

4. Click the Deposit button in the top right. A new screen will appear.

5. Optionally select the items for which you want to make a deposit (all options are selected by default).

6. Click the Open button.

7. Click the pencil icon to set the deposit amount.

8. Then click the desired payment method.

General deposit

Would you rather not work with the Order or Repair function? Then you can also use the buttons 'Receive payment' and 'Payment handling' buttons.

1. Click on the 'Receive payment' button

2. Please change the text and fill in the amount for the deposit.

3. Calculate the 'deposit' by clicking on the desired payment method, as described inPayment options.

4. Will the customer come back to pick up the product? Save the product in the checkout with the total amount (i.e. the product associated with the item group you want to book the revenue on).

5. Click on the 'Payment Handling' button.

6. Please change the text and fill in the amount paid as a deposit.

7. Check out the remainder by clicking on the desired payment method, as described inPayment options.

Show or hide the buttons 'Receive payment' and 'Payment' buttons

1. Click on 'Shop Settings' in the menu

2. Click on the 'Cashout' tab

3. Click or scroll to the 'Quick Buttons' section

4. Click on the text 'Always visible at the bottom of the checkout

5. Turn the switch behind Receive payment and Payment Handling on or off.

Deposit remains open

Do you receive a notification when selecting the customer that a deposit is still open? Check that the deposit is registered with the correct customer.

1. In the menu, click Customers.

2. Click the View button behind the customer in question.

3. Under the tab Bank and deposits tab, see if the transactions made are registered on this client.

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