Be able to take a Deposit
As of now, when you take a payment for partial invoice it turns it into a sale for the day. The sale doesn't need to be made until full payment is made. The partial invoices and partial payments are not integrated with QuickBooks and do not come over. We are paying sales tax on payments that are not received yet. Most companies pay tax on a Cash Basis. The Invoice should not show as a sale for that day until completely sold out. Taking Deposit on a Ticket would be helpful. We should be able to take the deposit and refund it if necessary
Not being able to take deposits is an administrative nightmare for shops that allow payment schemes or Christmas clubs.
We allow customer to reserve a phone with a deposit and pay off weekly or monthly, keeping the cash in an envelope then processing that sale when it is fully paid.
Customers can change their mind.
There may be deposit penalties if they change their mind.
Adding it as a sale then taking payments isn’t a solution.
We have to manually keep a record of payments received and due... it’s 2019, this is basic stuff for a POS system!
I asked for this when I first signed up 2 years ago.
I asked for this again in August last year.
I asked for this again a few months ago and was told it would “not be completed this quarter” with no firm answer as to when exactly it would be implemented.
I need this sorted by the end of July. If it isn’t I will have to find a different solution as I don’t want the headache of manually sorting deposits like I had to do last year.
Kristan Collins commented
Any idea when this will happen
Omar Sabedra commented
Ive been asking for this to be implemented for the past 1 year and I only get bogus dates or that they will be added but they don't seem to care one bit!
Will this be implemented within the next 30 days? My customers are starting to come into the shop putting deposits down on Trade Ins for Christmas Club - I'll need a proper way of tracking deposits that doesn't involve creating full invoices!
@eric: You can certainly take a deposit. From the point of sale please perform all steps like you do for creating a repair ticket however you should click on checkout so that you can enter deposit amount and it will also create a repair ticket and an invoice.
Please reach out to our live chat for further assistance with this
Eric Owens commented
Oh wow. First day with this and if I can’t take a deposit on a repair I won’t be able to use this software.
Brandon Noll commented
This is correct. But when you cancel the invoice (refund), will it also be refuned with tax component?
Being able to take a deposit and have it added to a customer account as store credit is essential - and as Kristan says, it should not be taxed until it has been spent, just like Gift Vouchers are not taxed until exchanged for a good or service.