What is a Deposit Sale

A Deposit Sale is a sale that allows you to take a deposit from a customer for a product, set that product aside, and let the customer pay off at a later stage




Creating a Deposit Sale

  1. Ensure a customer has been selected
  2. Click Payments F12 or click F12 on the keyboard
  3. Enter the Deposit amount, either using the on screen keyboard or else using the attached keyboard
  4. Once the Deposit has been taken, click Deposit Sale
  5. Issue the customer a receipt



Retrieve a Deposit Sale

You can quickly retrieve a Deposit Sale by searching for its receipt number. To do this:

  1. Click OPTIONS -> Deposit Sales (F10), or click F10 on the keyboard
  2. Type (or scan) the receipt number for the Deposit Sale under the Customer or Sales Invoice or Phone Number section and click Search
  3. Locate your sale from the list of Deposit Sales below and click View
  4. The sale information will be displayed, and you can then take payment by  clicking Make Payment


If the customer is paying off the sale entirely, you will need to give  them the items in the Deposit and a final, updated receipt


If the customer is not paying off the sale entirely, then you will be brought back to the Sales Details screen



Note

A Deposit Sale must be paid off fully before it can be Refunded or Cancelled