Deposits not showing up properly.
This issue is new with an old component. The old problem I have is not being able to choose a payment method other than Cash when accepting a deposit on an order that has no item on it. We often accept deposits before the product is inventoried or even available to us. The customer wants to begin paying for it before we add the item to inventory and may wish to pay by check or credit card. The new issue is that when I enter a deposit as cash, the change feature shows the same amount and doesn't not record the deposit. Again, we are accepting money on an order that may have some of the items on it. Why can't it show that we owe them an amount without showing that we gave them the balance in change? Is it that we have to flesh out the entire order and then accept the deposit? We often have "deposit" accounts for customers that allow them to spend as they need. For example a parent may set up an account for their child or someone may bring in a gift certificate that they don't completely spend. How to deal with this alludes me.
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2 Posted by Ron on 07 Jan, 2013 11:21 PM
Hi Tim,
If the Product hasn't been created or a deposit is being made for future purchases, you may want to create a non-stock (and tax exempt) $0.00 Deposit product. When you add it to the Order, you can change the price to match the amount of the deposit and make sure that the it is also not allocated on the Order. As you add Products to be sold, to the Order, you can lower the Price of the Deposit by the tax-inclusive amount of the Product.
When the Invoice is created, it will be marked as Paid and the Order will have the remaining Deposit balance.
HTH,
Ron
3 Posted by Alberto Abreu on 19 Jan, 2013 12:42 PM
Hi, the problem that i have is similar to this. Is that when we sell a lot the amount doesn't appear in the window (it's too large for the windows size), also when we want to check the amount due of a customer it's doesn't show and we have to do it manually. This is a picture explaining this. If we sell more with cents we're unable to see the total amount that should be in till.
CO Michele closed this discussion on 02 Apr, 2013 04:50 PM.