Receive deposit along with history for further examination.
Make a deposit transaction with the correct customer. Open and view related documents and transaction history. Ready to separate deposits that have not yet been used from those that have been used. So that the team can answer which part of the money they have received to manage.
Apply to sales by looking at the results on the bill.
When making a sales transaction Select a deposit that meets the conditions and check the amount used. Then see the additional amount that needs to be received and the status of that deposit in the history. Using the deposit today means using the money received earlier. Therefore it must be separated from the newly received money.
Hypothetical example: An 8,500 baht bill uses a deposit of 3,000 baht when there are no discounts or other payments. The remaining balance must be received an additional 5,500 baht. History must be able to track both deposit receipts and bills used.
Select the record according to the event.
| Event | Meaning that must be separated |
|---|---|
| Accept the deposit first. | There is a list of deposits to follow for later use. |
| Receive partial payment of the bill. | There is already a bill. and receive money to reduce the outstanding portion of that bill |
| Top up Wallet | There is a customer's top-up credit balance and the history of how the amount has been used. |
When the customer requests to change the item or return the deposit. Check to see if the deposit has not yet been used or has already been used. and check related bills before arranging Merely canceling the appointment does not explain that the deposit and refund arrangements have actually been completed.
How to use it every day?
Deposit receipt record:
Check customer identity, number, and related item information.
Check available items:
Before selling, open the unused deposit and the conditions of the item.
Apply and review:
Check the bill. The amount must be increased. and deposit history after making the transaction
Frequently asked questions
How is a deposit different from paying a partial bill?
A deposit is money received in the deposit list for later use. Partial payment involves receiving money into an existing bill. Both require viewing the correct type of source item.
After using the deposit, will the money received that day increase to the same amount as the deposit?
Reusing the original deposit is not new money. Separate the money received when receiving the deposit from the deposit used to pay the bill.
Can you see which items the deposit was used for?
View the history of deposit usage and related sales transactions. It helps to check the status before reusing or managing changed items.
Does the customer cancel the appointment and the deposit is automatically refunded?
Deposits and related bills must be checked according to their actual status. Canceling an appointment and arranging a deposit are different tasks. As for the actual refund, you must make and check according to the channels used by the clinic.