A Deposit represents a type of Unapplied Payment that is directly associated with an Order. It cannot be applied to anything other than that Order upon invoicing.
However, you can reassign a Deposit to another Order for the Customer or release to the Customer Account.
IMPORTANT! Once a Deposit is released On Account it cannot be reassigned as a Deposit. It will remain an Unapplied Payment until applied to an Invoice. It can be applied to any Invoice.
Go to Payments
- Go to the Payments
- You can access this tile from the Main Dashboard or by going to the Customer Profile and selecting Payments. The latter will automatically filter the Payments Search for that Customer.
- Go to Pending Deposits
- Locate and select the Deposit Payment profile
- In the blue Outcome box, click Release
- A pop-up will open, asking you to confirm that you want to release the Deposit as a credit on account. To proceed, click OK.
- LOU will return to the Payment Search page and a message will appear, indicating the Deposit was released.
Once the Deposit is released, it cannot be associated with another Order. It will remain a Credit On Account as an Unapplied Payment and can be applied to any Invoice or POS transaction.
Reassign Deposit
If you have taken a Deposit on an Order and you want Reassign it to another Order, you can do so by using the Reassign button.
- Go to the Payments Tile
- Locate and select the Deposit Payment Profile
- In the blue Outcome box, click the Reassign button
- A pop-up will open with a dropdown to choose another Pending Document for the Customer.
- Select the Document to which you want to Reassign the Deposit
- Click OK
The Deposit Payment will be reassigned to the selected Document and will no longer be associated with the original document. It will remain as a Pending Deposit and can only be applied to the Invoice for the currently associated Document.