Steps
- Attach the customer. Search for the customer on Home or in the cart so the balance is tracked against them.
- Tap PAY. Tap PAY in the cart and choose the payment mode.
- Enter the part amount. Type the deposit in PAYMENT AMOUNT, for example 100 on a 350 order.
- Confirm the partial payment. When Payment Amount is Less than Invoice Total appears, tap Ok Continue. Tap Go Back if you mistyped.
- Print the receipt. Print the receipt so the customer has a record of what they paid and what's still owed.
- Collect the balance later. Find the sale in Recent Transaction with the Partial filter, or collect the balance from the customer in the back office.
Finding partly paid sales
In Drawer › Recent Transaction, set the payment status filter to Partial or Due to list sales with money still owing. In the back office, the customer's ledger shows the balance and you can record the rest of the payment there.
Partial card approvals
If a card terminal approves only part of the amount, SeroPOS shows the balance due and lets you charge another card or take cash for the rest, so the sale is finished in one go.
Frequently asked questions
Can I take a deposit without a customer?
You can, but the balance then sits on a walk-in sale with no name, which is hard to chase. Attach the customer before payment so the amount owing shows on their account and in their ledger in the back office.
How do I take the rest of the payment?
Record the balance against the customer in the back office, from the customer's ledger or the sale's payment option. The sale's status changes from Partial to Paid once the full amount is in.