Sales Deposits

To Add a deposit to a sales order;

1. click on the dropdown menu at the far right of the top bar and select Deposits
   
2. select a Tender Option
   
3. enter the deposit amount
   
4. click Submit

The deposit will show with the remaining balance owed on the sales order and will follow through to the sales invoice.

Interactive Demo: Add a Sales Deposit

To cancel a Deposit on a sales order;

1. view the customer 
   
2. select Account tab from left panel
   
3. click on Deposits
   
4. click on the work order deposit transaction
   
5. unpost the transaction
   
6. delete the transaction
   

Interactive Demo: Cancel a Sales Deposit

To Refund a Deposit on a sales order;

1. view the customer 
   
2. select Account tab from left panel
   
3. click on Deposits
   
4. click on the refund icon  for the sales order
   
5. Select the Refund Payment Type
6. enter the amount
   
7. click Submit

Interactive Demo: Refund a Deposit

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