How to Take a Deposit

Modified on Tue, 22 Apr at 12:08 PM


How to take a Deposit

 

Make sure management is set up correctly.   Management, Course, Point of Sale, NO check mark in Account Balances.

Set up the League/Tournament etc as a Customer Account.

Pull up that Customer and go to 

Financial, New Transaction.  Fill in the amount of the Deposit, choose payment method.

Press PAY.

Go to quick order, when time to use, and pull up that customer, and post charges to this customer’s account. Hit finalize, charges go onto account against the deposit money that was already taken.

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