Outstanding Deposits: How do I know if a client has credit on balance and how much?
You can see a list by client of 'credit on account' as well as more detail on when a deposit was taken, redeemed at checkout, or refunded, by clicking on Menu in the top-left:
Then select Outstanding Deposits at the bottom of the Menu:
Click on "View Details" to see more information:
Here you will see a breakdown of deposits taken, used and refunded that sum together to give the overall credit on balance for that client:
From here you can also refund a deposit. Click in the text box next to "Refund" and enter the amount, then click the Refund button. Check the amount and confirm your request via the pop-up modal:
You will now see that the Outstanding Deposit amount has reduced by the amount refunded, and a line item has been added there for your records.
The amount refunded will also be deducted from your Deposits line in cash up.