When booking a client's next appointment, you can record a deposit payment for the appointment using the Add Product feature in the Cash Register.
To record a deposit payment when booking an appointment in office:
- Navigate to the Cash Register.
- Select Add Product.
- Name the product accordingly (i.e. Deposit for appointment on XX/XX)
- Set the price to the amount of the deposit payment.
- Select Save.
- Search for and select the Client paying the deposit.
- Choose Select Payment Method.
- If you have taxes enabled for products and not for services, you will need to exempt this payment from taxes by first selecting Apply Discount, then disabling the toggle for your tax.
- Select your desired payment method and complete checkout.
Once the deposit payment has been recorded, you will need to add the payment amount as Store Credit to the client's account: Adding Store Credit.
This store credit can then be redeemed during checkout on the date of the appointment to ensure the client only pays the remaining balance due: Applying Store Credit during Checkout.