Neko has the ability to take deposits into the system, allowing you to offer the flexibility of payment to your clients.
By enabling deposits, you are able to take in a partial amount for the product/service and park the sale until the full payment is made.
To enable deposits:
Step 1: Go To: https://my.neko.software/Admin/Sales/Setup
Step 2: In Sales Settings, ensure Allow Deposits is set to Yes. Once done, click Save.
To use deposits:
Once Deposits have been activated, in a Transaction (Cash sale, booking payment etc), when there is still an amount due, you are able to complete the transaction and it will be parked pending full payment.
Step 1: Enter the deposit amount in the Payment Amount field. In this example we are paying a $50 deposit on a $75.90 transaction.
Step 2: Select the Payment type
Step 3: Once you are happy with the transaction. Tap the Save Transaction button.
Step 4: Confirm you are happy to proceed.
Step 5: The transaction has been saved and the amount owing is $25.90.
When you next enter this transaction, you will be able to continue with the payment of $25.90.
To refund a deposit:
Enter the transaction and delete the products and services from the transaction. This will result in the transaction owing fund to the customer.
If the original payment was a stripe payment, tap the payment and select Refund. This will process the refund with stripe and the refunded payment will be added to the transaction list. The amount owing to the customer should now be zero. Complete the transaction as normal.
To Keep a deposit:
We recommend you have a service setup in your system and call it "Cancellation" or similar. This will allow you to track this service in your client and sales history.
Add this service to the transaction for the same amount as the deposit and complete the transaction as normal.