📝 Overview
Deposits allow you to record receipt of payment from a client in advance of providing services. When a deposit is recorded, a corresponding credit is created for that client, which can then be applied to a future invoice.
💰 Recording a Deposit
A new deposit can be collected from the New Payment prompt.
Click the Quick Add ➕ shortcut in the top right corner and select Select New Payment (or navigate to the Billing module)
Enter in the Client Name, and select Deposit from the Apply To field dropdown
Enter in the deposit amount in the Collected field and in the Type field, select the payment type
Click Save to process with the payment
💡 You may need to dismiss any open invoices for the client before the Deposit option appears.
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 also an option to export a receipt as proof of payment. The deposit can easily be applied to the invoice from the Credits tab of the invoice, or from the Credit field of the check-out screen.
💡 Click the button below to learn more about Credits.
🔑 Requiring a Deposit for Online Appointments
When using DaySmart Payments and Online Appointment Booking, you can require a deposit at the time a client submits a new online appointment request. To do this, navigate to Settings > Appointment Types. Edit the appointment type that needs a deposit, and enter in the deposit amount in the depositi field
💡 For more information on Online Appointment Booking, click the button below.
DaySmart Payment Setup
DaySmart payments not only enables deposits for online booking, it allowa for a streamlined payment process that is integrated directly into your account.
💡 To learn more and get started with DaySmart Payments, navigate to your Settings and click on the Payments tab. Or, click the button below to be directed to our help center article.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
Where can I find the credit after recording a deposit?
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Click the arrow to see the answer
After a deposit is recorded, the resulting credit appears on the client's profile and in your billing reports.
Can I provide the client with proof of payment?
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Click the arrow to see the answer
Yes. After saving the deposit, there is an option to export a receipt that can be shared with the client as proof of payment.
Can I require a deposit for online appointments?
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Click the arrow to see the answer
Yes. When Integrated Payments and Online Appointment Booking are both enabled, you can require a deposit when clients submit new online appointment requests. Navigate to Settings → Add-Ons → Integrated Payments to get started.