This article will go over how to apply a deposit as a payment for an order.
Please note that as of June 2022 if an order has a deposit the day of the order the deposit will automatic apply as a payment (after the serve time for the order).
Below is a video of how to use the Deposit Report.
Below are the step by step instructions of how to use the Deposit Report
1 - Click on the Accounting Tab and then the Deposit Report link:
2 - Next you will see this page:
3 - If a deposit has NOT been applied you will see the Remaining Balance and an Apply icon.
4 - Click on the apply icon to apply the deposit. A pop up box will appear to make sure you this is what you intended to do.
5 - You
will see a notice that the deposit has been applied and the apply icon will no
longer appear for that order:
6 - You can also filter the report.
7 - Show only Deposits that are: All; Applied; Unapplied
8 - Location: choose the location
9 - As of: this is the date that deposits have been applied
10 - Event Date Range: select the date range that the catering event occurred on or between
11- Apply Filter: click this tab once all filters have been selected
12 - Export: you can export this report into Excel
You have now applied a deposit as a payment by using the Deposit Payment link.