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 Properties.

Within System Options the Customer Order Deposits feature must be enabled and the Service assigned.

• Select Tools > Options
• Click on the the Customer Orders tab.
• Check the Enable order Deposit box.
  • This will allow a service to be entered.
• Find the service created for the customer order deposit.
• Enter a default percentage for the suggested deposit.
• Save the changes and Deposits will be enabled.

• Click on the Find Menu button

• 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.
• Click the Deposit/Prepayment button in the toolbar.
  • This will present the deposit screen. As seen below.

• Enter the deposit amount or percentage.
  • iMerchant 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.