Taking a Deposit

If a customer would like to leave a deposit as a down payment on an existing workorder follow these steps:

• In the Sales Entry screen, search the desired customer and workorder, and double-click the workorder to open it.
• Hover over the Done button and select Deposit.
• Enter the Payment Method (cash, check etc.)
• Press the Done button to finalize and receive a receipt.
• The customer now has a deposit attached to their profile.

To Refund a Customer Deposit click HERE.

There are three ways to see that there are one or more deposits for a customer:

• In the Sales Entry window, the workorder with the deposit will have a small circle in front of their name in the Paid By column.
• If you press the Invoice button in a workorder, you will see the deposit available for that customer in the lower right section of the payment window.
• In Customer Entry, you will see it in the Sales Tab.