Customer Order Deposits
[i]merchant can be configured to accept a deposit or prepayment for a customer order. Once configured a customer order can be selected from within the POS and a deposit applied to that order.
Setup
A balance card tender must be created for the customer order deposit. It is recommended to create a balance card tender specifically for this purpose.
Add a new balance card tender for deposits.
On the Service tab of Tender properties, check the “Issue as Tender Service” box. This will create a service that will be used at POS for the deposit. Fill in the service details on the lower portion of the screen.
The Customer Order Deposit feature must be enabled and the server assigned.
- Select Tools, Options from the main menu.
- Select the Customer Order tab.
- Check the Enable order Deposit box. This will allow a service to be entered.
- Find the server created for the customer order deposit.
- Enter a default percentage for the suggested deposit.
- Save the changes.
Deposits are now enabled.
Taking a Deposit at POS
- Select the Find Customer order option from within POS.
- Search for a customer order.
- If an order does not exist, Use the New button to add a customer order. Once completed exit to return the customer order finder.
- Highlight the order needing a deposit. Only Open orders will accept a deposit.
- Clock the Deposit/Prepayment button in the toolbar.
- This will present the deposit screen. Enter the deposit or a percentage. [i]merchant will calculate the deposit or percentage once one is entered.
- Click the “Add Deposit” to POS button.
- The deposit amount will be added to the sale.
- Add any other POS items or additional deposits to the sale.
- Complete the sale.
- When the sale is completed, POS will create a balance card for the deposit and apply that balance card to the Tenders in the customer order.