Deposits
Taking money up front on an open repair, and how the balance is worked out at collection.
Take money up front on an open job, and the balance at collection is worked out for you — the ticket total less everything already paid.
Taking a deposit
Every repair on the board that has not been collected carries a Deposit button. Enter the amount, send it to the till, and take the payment like any other sale. The deposit is recorded against that ticket with the sale, the payment method and the staff member who took it.
On a priced ticket the deposit is capped at what is still owing — asking for more is refused rather than quietly reduced, so the customer is never charged a different number to the one they were told. A ticket with no price on it yet (a diagnostic still to be quoted) has nothing to cap against, so any amount can be taken.
Taking a deposit does not move the ticket. The device is still in the shop and the job is still open, so the status stays exactly where it was.
The balance at collection
Collect & Pay sends the balance to the till, not the full total: deposits already taken come off first. Opening a ticket shows Deposit paid and Balance under the repair total, so the counter can see where the job stands before the customer arrives.
If the deposits already cover the whole job, there is nothing to ring up. Collect & Pay says so, and closes the ticket as paid on a staff PIN without sending anything to the till.
Refunds
Refunding the sale that took a deposit does not reverse the deposit recorded on the ticket — the same as special orders. The refund is real money back to the customer, but the ticket still shows the deposit as paid, so adjust the repair price if the job is no longer going ahead.
Deposits elsewhere
Special orders carry their own deposit amount and balance, for a part ordered in for a customer. That is separate from the repair ticket it may be linked to. See Special orders.