Recording a Deposit
Deposits allow you to record receipt of payment from a client in advance of providing services. When a deposit is recorded, a corresponding credit will be created for that client. That credit can then be applied to a future invoice.
A new deposit can be collected from the New Payment prompt.
To record a deposit:
Click on green + shortcut in the top right corner (or go to the Billing module)
Select New Payment
Complete the prompt that appears
Click on the box in the Apply To field
Select the Deposit option from the drop-down menu (you may need to X out of any open invoices that the client may have)
Save the information
A credit will be created as a result and can be found on the client's profile as well as your billing reports. There is an option to export a receipt for the client. as proof of payment.
When using Integrated Payments and Online Appointment Booking, you can require a deposit to be paid when the clients submits a new online appointment request. To get started with Integrated Payments, login to your DaySmart Vet account and go to Settings - Add-Ons - Integrated Payments and click on the red link titled 'Integrated Payments Registration'. For more information on Online Appointment Booking, visit this article Setting Up and Managing Online Appointments .