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

Requesting a deposit during a sale

1. Create a special order or layaway.

2. To request a deposit, click Online payment.

   

3. In the popup window:
   1. Confirm the customer's email address.
   2. (Optional) Add a note with more information or instructions.
   3. Select Request deposit.

   4. Choose whether the deposit is a set amount ($) or a percentage (%) of the sale and enter the value.

      

4. Review the Deposit request preview on the left side.

5. Click Send deposit request.

   Deposit requests will expire after 14 days.

The deposit request will be emailed to the customer with a link to a secure payment form where they can settle the deposit.

You will receive an email when the online payment is complete.

Applying a deposit to a sale

After the request is settled, you'll need to apply the deposit to complete the sale:

1. Open the special order or layaway sale.

2. Under Payment, click the pencil icon (Edit) next to Deposit.

   

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

   

4. Click Finish Sale.

Viewing and modifying deposit requests

Navigate to the sale. If the sale has an active deposit request attached, there will be a note under the sale total indicating a Pending payment. Click Online payment to open the deposit request details.

To modify a request, you'll need to cancel the original request and send a new one. To do so, follow the steps in the previous sections to create a new deposit request.

Sending a new deposit request will cancel the pending request on the sale.

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