Scenario: customer walks in the store to purchase something. This item needs to be ordered in and the customer has to do a deposit. Note: this is not for a Vital invoice, this is a retail sale.
In Sell > add/use product ‘Deposit payment’ > add customer.
Click on the > to add the amount, eg 200 AUD.
Take the money as per normal via Windcave or as cash.
Find the sale (Sell > Sales history) and click on ‘return items’.
It will automatically come up with the -1 and the value added, in our case -200.
Click refund, then click ‘store credit’.
Don’t send the email to the customer. Complete the sale.
When the customer comes in to pick up the order, add the sale as per normal but upon payment, first use the store credit. Then follow the normal sales process again for the rest payment.
Because this customer does not have enough store credit to cover the bill, they will have to make a partial payment.
Take the rest of the payment via Windcave or cash.
