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Take a Deposit Manually

To manually take a deposit for a client's appointment, begin the checkout process for the appointment. This creates an open sale that will be closed once the appointment is completed.

Deposits are not included in the Payroll report or sales reports until the service is completed and the sale is closed. However, deposits are included immediately in the Payment Summary and Payment Details reports. Cash deposits will also immediately affect the cash drawer.

Taking a deposit manually

Select the appointment on the calendar. Select Checkout from the "..." menu.

Select Go To Payments. Change the Amount to charge to the deposit amount. Select the payment type.

After a successful payment, the system automatically calculates the remaining balance.

On the day of the appointment, continue checking out the appointment as you normally would.

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