How to Take a Deposit Manually

This article shows you how to take a manual deposit for a scheduled appointment.

You can take a deposit by starting the checkout process on a client's appointment. This will create an open sale and will be closed once the appointment is completed.

Note: Deposits are not counted as revenue and are not included in any payroll or sales reports until the service is complete and the sale is closed.

How to take a deposit

Select the appointment on the Calendar Screen.
Use the "..." button and select Checkout.

Tap on Go to Payments.
Update the Amount to Charge to the deposit amount and select the payment type.

After a successful payment, the system will automatically calculate the balance.

On the day of the appointment, check out the appointment as you normally would. To learn more on how to check out an appointment, go to: Check Out an Appointment

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