Taking and Redeeming Deposits

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12 articles in this collection
Written by Steph Madgett

All about Deposits

How to take pre-payment for bookings and accurately record deposits paid, redeemed and refunded in your accounts and staff takings
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Written by Steph Madgett
Updated over a week ago

How do I take a deposit for a booking?

Recording a pre-payment from a client for an appointment in advance
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Written by Steph Madgett
Updated over a week ago

Will deposits paid in advance be automatically deducted from a client's bill?

Learn how to use pre-payments in checkout
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Written by Steph Madgett
Updated over a week ago

Why is my client's deposit not automatically appearing in checkout?

Why deposits aren't always automatically deducted from a client's bill and how to solve this
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Written by Steph Madgett
Updated over a week ago

Has my client paid a deposit in advance?

How you can tell if an appointment has already been pre-paid either in full or in part
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Written by Steph Madgett
Updated over a week ago

Do deposits appear on client receipts as a method of payment?

How redemption of advanced payments show on a client bill
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Written by Steph Madgett
Updated over a week ago

Outstanding Deposits: How do I know if a client has credit on balance?

Find out how much credit a client has on balance and see the breakdown of this figure
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Written by Steph Madgett
Updated over a week ago

If I void a transaction, will the deposit go back onto the clients account?

How credit balances are affected by correcting bills
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Written by Steph Madgett
Updated over a week ago

Will deposits paid show up in my end of day or week cash up report?

Learn how pre-payments taken will appear in your cash up report for any period
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Written by Steph Madgett
Updated over a week ago

When do Deposits appear in my revenue reports?

How deposits recognised as revenue and affect your figures and staff wage calculations
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Written by Steph Madgett
Updated over a week ago

How do I refund a client deposit?

Issuing a refund for a pre-payment made by a client for an advanced booking and how it affects your cash up
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Written by Steph Madgett
Updated over a week ago

How do I bank a deposit for a no-show or cancellation?

Keeping deposits as revenue if a client cancels outside of policy
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Written by Steph Madgett
Updated over a week ago