When creating a sale, including a special order, layaway, or work order, you can request an online deposit from a customer to help you collect partial or full payment upfront. The customer will receive a payment request via email with a summary of the sale and a secure payment form to settle the request.

If you or employees with Settings - Financial Services role permissions enabled want to receive an email when a deposit request has been paid, you can subscribe to invoicing email notifications. All employees who are subscribed will receive all notifications for all invoices.

Requesting a deposit during a sale

1. Create a normal sale, special order, layaway, or work order.

2. Click Request payment.

   

3. A pop-up window will appear. Optionally, you can add a note with more information or instructions.

   

4. Enter the requested deposit amount in the Choose payment amount field.
5. Optionally, toggle off Show sale items. This will remove the list of items from the custemer's payment request.
6. Choose to Manually share pay link or Send by email.
   • If sending by link, Retail POS will generate a link that you can send to the customer.
   • If sending by email, ensure the customer's email address is correct.

7. Click Generate pay link/Send payment request. A confirmation banner will appear.

   On the Sell page, a message will appear showing the requested payment amount.

   

   At this time, you can't modify a deposit request. Requests will expire after 14 days.

The payment request will be emailed to the customer with a link to a secure payment form where they can settle the deposit. They will also have the option to save payment details for future purchases.

You and any employees who have subscribed to invoicing email notifications will receive an email when the online payment is complete.

Viewing payment request statuses

Using the Payment Requests page, you can quickly get an overview of your requested payments and their statuses.

1. Navigate to Customers > Payment Requests.

   

2. If needed, use the filters to locate your payment request.

   

Your payment request will have one of three statuses:

• Outstanding: A payment request has been sent to the customer, but no payment has been made.
• Paid: The customer has paid the payment request.
• Cancelled: The payment request was cancelled.

Click the More icon (...) next to an outstanding payment request to view further options.

• View request: View the payment request as sent to the customer.
• Resend request: Send the payment request to the customer again.
• Cancel request: Cancel the payment request. You will need to confirm the payment request cancellation. This can't be undone.

For completed payment requests, you can View payment.

Clicking this will redirect you to the Payment details page.

Applying a deposit to a sale

After the request is paid by the customer, you'll need to apply the deposit to complete the sale.

1. Open the sale, special order, layaway, or work order sale.
   • For special orders, layaways, or work orders, click the corresponding tab.

   • Click Complete.

     

2. Click Other payments.

   

3. Next to Deposit, click the pencil icon (Edit).

   

4. Select the deposit to be applied to the sale. Adjust the amount if needed, then click Done.

   

5. If needed, enter additional payment methods until the Balance is $0.00.
6. Click Finish Sale.

What's next?