- On the top ribbon, click the Invoice/Quote module.
- In the Customer list, select the customer account.
- On the bottom ribbon, click Account Payment.
- In the Account Payment window, in the Payment box, enter the deposit amount.
- In the Note box, enter the Memo and the word deposit. Example: 2DAY Deposit – Rental Lawnmower Model 541XZ
- Click Checkout or press F12.
- On the bottom ribbon, click Cash, Credit Card, or Check as the payment type for the deposit., and then press Enter.
- 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: 3/23/18