When creating a special order, layaway, or work order, 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, layaway, or work order.

2. To request a deposit, click Online deposits.

   

3. In the pop-up window:
   1. Confirm the customer's email address.
   2. (Optional) Add a note with more information or instructions.

   3. Enter a deposit amount.

      

4. Click Send deposit request. A confirmation banner will appear.

   

   On the Special Order, Layaway, or Work Orders tab, the Online Deposits information will be updated with the pending amount.

   

   At this time, you can't modify or cancel a deposit request. 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, layaway, or work order sale.

2. A message will indicate that an online deposit is available to apply to the sale. Enter the deposit amount in the Deposit field, then click Apply.

   

3. In the pop-up window, select the deposit to be applied to the sale. Adjust the amount if needed, then click Done.

   

4. Click Finish Sale.

Viewing deposit requests

1. Navigate to the sale.

2. If the sale has an active deposit request attached, you can view the pending amount under Online Deposits on the right. Collected amounts will also be displayed here.

   

Clicking the Online deposits button will start a new deposit request.

What's next?