When a client with a deposit on file is ready to pay, add them to the sale from their appointment as usual (click the appointment, then Add to sale).
The POS cart shows a Deposit Paid amount for the client, alongside the sale total.
Using the deposit
- Click Receive Payment.
- The payment screen shows the deposit as its own line (labelled Deposit, with a reference number), alongside a default payment tile for the rest of the balance.
- Select or replace the other payment tile with whatever the client is using for the remaining balance. It fills in automatically with whatever is still owing.
- Click Finish Sale.
The deposit line is applied automatically and is taken off the client's deposit balance once the sale is finished.
Note: deposits belong to the client, not to a specific booking. Once a deposit is taken, it can be used against any sale for that client in POS, even an appointment that wasn't the one the deposit was originally paid for.
If the client doesn't want to use their deposit for this sale, click the red X next to the deposit line to remove it. The remaining payment tile expands automatically to cover the full sale total, not just the amount the deposit had covered, so the client can pay in full another way.
Known limitation: a POS sale can only have one client on it at a time. Using Search Clients to bring in a second client while a sale is open switches the sale to that client, with a "switch to this client?" confirmation. It does not add them alongside the first. In practice this means two clients who each have their own deposit cannot be combined into a single transaction. Process each client's deposit as a separate sale.