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.

Learn more about how deposits affect your cash up and revenue reporting

Learn everything about deposits in one article!

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