Take a Deposit on a Customer Order

View Deposit History | Refund Deposits

Pro

When making a deposit on a customer order, a customer is, in essence, purchasing deposit credits that can later be used to pay for the merchandise/service purchase. Thus, receiving a deposit is an activity tracked on reports but is not a merchandise sale. A virtually unlimited number of deposits can be recorded for each customer order.

You can configure Point of Sale company preferences so that a minimum initial deposit is suggested or required on new customer orders.

To take a deposit:

1. Create a new order or display an existing order.

2. Select D eposit/Payment from the I Want To menu.

The Take Deposit window is displayed. If this is the initial deposit and there is a suggested or required minimum deposit amount, it will be auto-filled.

3. Enter an amount or accept the suggested/required amount.

4. Select OK.

The deposit receipt Payment screen is displayed.

5. Take payment and save/print the deposit receipt.

Related Topics

Edit customer orders

Customer orders on reports

How deposits are sent to QuickBooks Desktop

Preferences for customer orders