How to add deposit to a Customer's account?

How to add deposit to a Customer's account?

Adding a deposit to a credit account

Deposits can be used to add funds to a credit account that you haven't extended a credit limit to and to pay for items on layaway or special order in advance (whether partially or in full).

Adding a deposit to a credit account begins with attaching your customer to a sale. You can attach your customer to a sale by either entering their searchable details or using search filters.

To attach your customer using their searchable details:

  1. From the main menu, click Sales > New Sale.
  2. In the Search Customers field, type your customer's searchable details.
  3. Click Search. Your customer will attach to the sale if your searchable details have a unique match.
  4. If the searchable details don't have a unique match, click the Attach To Sale button next to your customer.

To attach your customer using search filters:

  1. From the main menu, click Sales > New Sale.
  2. To the right of the Search Customers field, click Search.
  3. Use the available filters to narrow your search results.
  4. Click the Attach To Sale button next to your customer.

Now that you've attached your customer to the sale, you're ready to add the deposit:

  1. On the right-hand side of the register, click Payment button.
  2. Under your customer's name, click the Add Deposit button.
  3. In the new window, enter a Deposit Amount and click Add.
  4. From the PAYMENT section, select a payment type.
  5. Once the payment is accepted, click Finish Sale.

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