Deposits allow you to accept a partial payment prior to work completion. Doing so may help reduce the impact from non-payment by covering parts costs or other unrecoverable expenses.

Create a Deposit

1. Click Add Deposit.
   
2. Change the Deposit Amount.
   • IMPORTANT - The total balance due will be prefilled by default. If you do not update the value in this box, the entire remaining balance will be paid as a "deposit".
     
3. Select a payment Method.
   
4. For payment methods other than cash, choose an option from the Card Type dropdown.
   
5. If required, add a Reference ID and Additional Payment Notes then click Apply Deposit.
   

Deposit Tracking

Deposits will appear in the following locations:

• On the document screen under the Total
  
• In the Transaction History section of the payment drawer
  

Apply a Deposit to an Invoice

1. Click Invoice.
   
2. Click Yes, Create the Invoice on the notification to convert the document to an Invoice and automatically apply the deposit.
   
3. The outstanding balance will now reflect the total minus the deposit.
   

Refund a Deposit

Deposits cannot be refunded while the RO is still active. 

You must complete one of the following actions to refund a deposit:

• Convert the RO to an Invoice and use the normal refund process.
  
• Void the RO and the refund process will start automatically.
  1. Click Actions >> Void.
     
  2. Click Void on the notification.
     
  3. Fill in the Refund Details >> click Refund & Void.