You can let your customers deposit a fraction of their total intended spend, to be settled up at a later date.
To use a deposit for a customer, you will need to:
- Process the deposit
- Honour the deposit
- Finalise the payment
A deposit must always be equal to or less than the final amount that the customer ultimately intends to spend, e.g. a $25 deposit for a final payment amount of $50.
What you need:
- An Open Item called ‘Deposit’.
Process the deposit
- In a new order, add the ‘Deposit’ item and, in the popup, enter the deposit amount. Press Done.
2. Press PAY and process the payment as you would for a normal transaction (cash or credit card).
3. Press PRINT RECEIPT so your customer can keep proof that they have made a Deposit.
IMPORTANT: Instruct your customer to keep this receipt to present later when they come in later for the final payment, so you can honour the deposit.
Honour the deposit
- Ensure that your customer has their proof of deposit (i.e. the receipt)
- Begin a new order. When the amount is equal to (or exceeds) the deposit, you will be able to honour the deposit.
3. Press PAY
4. Enter the deposit amount shown on the customer's receipt. Press OPTIONS, then DEPOSIT.
5. The deposit will be deducted from the order, and the remaining owing amount will be shown.
6. If the customer is ready to pay the rest of the amount, complete the transaction using the customer's chosen tender type (e.g. cash, credit card).
Alternatively, if they are still ordering, press HOLD/SEND to store the order, then complete the order later (by retrieving it from Held Orders).
You can view the deposit of an unclosed order by loading it to the Point of Sale screen and pressing the money bag icon next to TOTAL.
Proof of deposit
To prove that the deposit was made, the customer must retain the original receipt where they paid the deposit.
To prove that the deposit was honoured, you must provide a receipt or bill to the customer, after "paying with" deposit. In either one of these, the deposit will be listed under the subtotal.
Analysing the sales
- To get the actual total sales for a particular day or period of time, you have to deduct the sales of the ‘Deposit’. This is because these ‘Deposit’ item sales are already included in the total of the orders that had the deposit deducted.
Actual Total Sales = Total Sales - Total Deposits Received
- The total sales for the day will include the deposits received from the customers. These will be included in the tender types. For example, if the customer gave $20 cash deposit and you have a total of $100 cash payments for the day, $20 of those will be from the deposit.
- To get the total deposit for a particular day, go to Reports > Top Selling Products, choose the date range and press Filter. Look for the total sales of the ‘Deposit’. You can print the report to keep a copy for yourself.