Manage Deposits: Simplified Steps for Event Payments | OrderCounter

Deposits

Overview

Deposits are sums of money that are taken against an event to be redeemed as a part payment at a later date. 

Taking A Deposit



The deposit is taken from the Till.
1) Go to  > 
2) Press 
3) Events are stored against customers. You either have to search for an existing customer using the search box, or type in details into the fields below it to create a new customer.

      Press "Continue" when done
      This takes you to the "Event Information" screen.

 4) Fill in the details of the event the deposit is for. Add the Date of the booking, the time the booking is set for and when it is due to end. Add the number of guests and any notes you want to enter.
6) Press "Save" when done

The next stage is to add the deposit


After pressing save you will get the following screen


This is where you see a list of deposits or add a new deposit



7) Press "Add Deposit", then type in the amount that is being paid.
8) Press Done and this will take you to the screen where you settle the check. Settle the check as normal.
     
9) Press "Done"

Checking The Deposit Details

You are able to check on a deposit at any time.


      1) From the till, Go  > 
            This is a list of every event you have
      2) From the list of Events select The Event you want to view > 
      3) You can then view or edit the details
            You are able to check on a deposit at any time. You can have more than 1 deposit against an event. To see a list of the deposits, click on "Deposits"
            Notice the status
                  Pending
                  Completed
                  Cancelled 
      These are set manually. After the deposit is redeemed it is a good idea to mark the event as completed.
      You can also add another deposit in the same way as before. You may want to do this if you have a deposit per person like you would with a Christmas Dinner.

      You are able to check on a deposit at any time.

Redeeming The Deposit

When the event is complete you will need to settle the check and redeem the deposit. 

      1) On the pay screen go to  > 
      2) You will be presented with a list of all deposits
      
      3) Choose a deposit and select 
            The amount will now be deducted from the amount due.
      4) Edit the event and change the status to "Complete"

Reports

Go to Back Office > Data Mining > Sales Reports > Redeemed Deposit Report


The report shows you the details of the deposits taken. If you click on the Invoice ID of any deposit, the full details of the check that the deposit was used for is displayed as it opens the Transaction Detail Report.



Operations report


The Deposits show under a few different sections of the Operations Report

For these examples I have $50 of Event deposits taken.

The deposit summary is all about how much money you should have to deposit into the bank. However, there is also a section for event deposits under each payment type


Cash Event Deposits

Credit Event Deposits

Check Event Deposits

Gift Card Event Deposits

Other Payment Event Deposits


Figures shown against these fields represent the money taken for a deposit. They will not show against sales yet as nothing has been sold. 


The expected deposit will also show the Event deposit amount as if you have taken $50 for an event, you need to be aware that it should be there and should be banked.


Once the deposit is redeemed it will show in the “Redeemed Event Deposit” field. 


You can also see the Event Deposits against the Expected and Actual Deposit totals



Lastly the “Tills And Banks” section will also show the Event deposits. This is because we physically took money, so that money is in the till, so it is in the till and bank report


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