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How to take Deposit in POS and later apply it to transaction

1. Create generic product “DEPOSIT”
-DEPOSIT should have no cost, nor tax rate associated:

2. In POS- select customer to add deposit too
-add “DEPOSIT” to the sale
-leave the price as “0”:

-TENDER button to finalize sale
-On tender window- add the amount to be deposited to the correct field (specify if customer is paying via check, cash, or card
-Also add this “DEPOSIT” amount to the “ADD TO STORE CREDIT” field
* this is Critical Step!:

 

3. You will notice now that Customers card is now reflecting the deposit:


 

4. Applying the DEPOSIT to a sale

-In POS, select your customer
-add items to sale:

 

TENDER
-Add amount of Store credit (IE deposit) to the “BY STORE ACCOUNT” field
-Notice that the amount available on customers account is displayed to the far right of line:

 

-If there is remainder to be paid, add that to other payment type fields:

 

CONFIRM to finalize the sale
-Deposit has now been applied, customers balance is now reflecting: