Deposits BT

**Marlin GTX** enables deposits to be taken when a customer pays part or all of an order before it is invoiced.

Deposits are linked to work orders and reduce the amount owing when the invoice is finalised.

Deposits can be taken once or across multiple payments, or refunded or forfeited if required.

Taking Deposits

Deposits can be added by opening the relevant work order.

To take a deposit:

• Add at least one product
• Enter the deposit amount in the New Deposit field at the top
• Save the work order
• Process the payment
• Provide a receipt to the customer

The deposit amount is automatically applied to the total when the invoice is finalised.

Additional Deposits

Additional deposits can be taken at any time.

To take additional deposits:

• Open the relevant work order
• Enter the new deposit amount in the New Deposit field
• Save and process the payment

The total deposit amount taken is shown in the Deposits Received field below.

Note

Multiple deposits can be used to fully pay off an order before invoicing.

Checking Deposits

In the Business Planner Task List

• Red %: Deposit has been taken
• Green $: Paid in full

Individual deposit details can be viewed on the Deposits tab of their Customer Maintenance file.

Refunding or Forfeiting Deposits

Main > Data Entry > Receipts

Deposits can be refunded or forfeited using the Receipts module, which can be accessed by selecting Main > Data Entry > receipts from the menu bar.

Click on the New Deposit Refund button on the left.

In the Enter Deposit Refund window that opens:

• Select the Customer
• Enter either the:
• Total Amount Refunded
• Total Amount Forfeited
• If multiple deposits have been taken:
• Allocate amounts against the relevant deposit using the Line Details list below
• Finalise the transaction

Note

The total allocated in the Line Details list must match the totals entered in Amount Refunded and Amount Forfeited.

For Further Details

See the Deposits help guide.