How to accept Deposits & Apply to Invoices

This section details Deposits, how to accept them, and how to apply them to outstanding invoices.

Deposit History

In the customer account section, click on Deposits to view the Deposit History and to add a new Deposit to a customer account.  Deposits will affect a customer balance that is shown next to their Customer Display Name.

Add A Deposit

Click on Add New to Add  new deposit. You will have the option to select from 4 payment methods. Credit Card with Processing, Credit Card without Processing, Check, and Cash. 

Apply A Deposit

To apply a Deposit. Click on the Deposit.  Then below click on the desired Invoice that you are wanting to apply the Deposit to.  Then enter in the Amount you are wanting to apply.  Click on the green check mark to add.