Deposits can be used to add funds to a credit account that you haven't extended a credit limit to and to pay for items on layaway or special order in advance (whether partially or in full).

Adding a deposit to a credit account

Note: For customers who have a credit account with a limit, deposits count as payments toward their balance owing and will not show as a deposit in the customer's account details.

1. Navigate to Sales > New Sale.
2. Enter your customer's name in the Search Customers field.
3. Click Search. Your customer will attach to the sale if your searchable details have a unique match.
4. If the searchable details don't have a unique match, click the Attach To Sale button next to your customer.
5. Click Payment.
6. Click Add Deposit.
7. In the new window, enter a deposit amount and click Add.
8. From the payment section, select a payment type.
9. Once the payment is accepted, click Finish Sale.

Refunding a deposit from a credit account

In cases where you need to refund a credit account deposit, you can do so from the sales screen. 

This workflow is intended for deposit refunds. To refund a sale for store credit, refer to our Refunding a sale to a customer account article.

1. Navigate to Sales > New Sale.
2. Enter your customer's name in the Search Customers field.
3. Click Search. Your customer will attach to the sale if your searchable details have a unique match.
4. If the searchable details don't have a unique match, click the Attach To Sale button next to your customer.
5. Click Payment.
6. Click Refund Deposit.
7. Select a deposit payment source from the drop-down.
8. Enter a deposit refund amount and click OK.
9. Once the refund is complete, click Finish Sale.