How to add and refund a deposit on a sale

Adding a deposit

1. In your sale, click the Deposits tab.
2. Click Add.
   
   
   
3. Enter the Deposit Date, Payment Type, and Payment Amount.
4. Click Okay.
   
   

We recommend you print the deposit receipt at this time to give to your admin team for banking.

The deposit will use the stock number as a reference by default, however you can change that if you wish by clicking Do Not Use Stock Number As Deposit Reference

Refunding the deposit

1. In your sale, click the Deposits tab.
2. Click Refund.
   
   
   
3. Enter the Refund Amount.
4. Click Okay.
   
   

This action will only display the refund on the sale. Your admin team will still need to process the refund from the accounting side.

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