1. On the top ribbon, click the Invoice/Quote module.
  2. In the Customer list, select the customer account.
  3. On the bottom ribbon, click Account Payment.
  4. In the Account Payment window, in the Payment box, enter the deposit amount.
  5. In the Note box, enter the Memo and the word deposit. Example: 2DAY Deposit – Rental Lawnmower Model 541XZ
  6. Click Checkout or press F12.
  7. On the bottom ribbon, click Cash, Credit Card, or Check as the payment type for the deposit., and then press Enter.
  8. In the Transaction Complete window, select an option to complete the transaction. The deposit credit will be added to the customer account.
*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 7/17/18