Collecting Deposit Payments
This guide will show you how to request a deposit or collect a deposit payment in Zoey.
The Collect Deposit button and functionality has changed and moved*
Previously, collecting a deposit in Zoey required its own "deposit invoice" where users needed to modify item quantity to be a % or add up to the deposit amount. This method of collecting deposits is no longer available and has been replaced with a more robust and accounting friendly method.
*This change impacts Zoey v7.0.0 and higher
Deposit payments can be recorded or captured in one of three ways:
- Captured without an Invoice - "Unapplied Deposit"
- Requested on an Invoice - "Requested Deposit"
- Captured online against an Invoice - "Applied Deposit"
Recording a Deposit Payment without an Invoice
This method is used for recording a deposit payment (Offline payment) against a specific Sales Order without there being an invoice for the order yet.
This method does not allow you to collect the deposit payment via credit card and it does not allow you to send a request to the customer to pay the deposit. For that workflow see the other Deposit methods below.
Note: The Collect Deposit button will only show if the Order is not fully invoiced.
- Click the "Collect Deposit" button
- The window will only allow you to Capture Offline - meaning you can not use or enter customer credit card/ACH information - this functionality is coming soon.
- Enter a "Payment Method" - this will load your store's available Offline payment methods such as Cash/Check
- A Reference Number may be entered for check/wire transfer information
- You can choose to send the payment receipt to the customer or not.
- Deposit Amount will allow you to enter a specific amount, or you can choose "%" which will calculate the deposit amount as the entered % amount from the Order Grand Total.
- Click "Collect Deposit"
The Unapplied Deposit will appear in the Invoice Totals. with a message on the Order.
You can also find the Unapplied Deposit in your Transactions list on the Order. Note that there is No Invoice number.
Unapplied Deposits will be auto-applied to the first or next invoice created for the Order it is associated with:
Applied Deposits can also be see in the Linked Transactions list on the Invoice:
Requesting a Deposit Payment from a Customer
If you need to request that a customer pay a deposit amount, you must do so when creating an Invoice. In the Totals section you will find a "Request Deposit" checkbox to enable. Once enabled you can enter a deposit amount or switch to calculate a % of the Invoice total.
Note: Even if an invoice has Payment Terms with a future Due Date, sending a Deposit payment request will enforce the deposit payment as Due On Receipt. The remaining balance of the invoice will continue to be Due based on the payment terms or custom terms/due date set on the invoice.
The customer will receive an Invoice email with a link to pay the deposit amount. Their Pay Now screen will also show them the deposit amount and allow them to pay online:
Their Dashboard Order View will also show the Deposit Amount as Due with a Pay Now link:
Collecting a Deposit Payment Online From The Admin
Collecting Deposit Payment While Creating the Invoice
When creating the Invoice, toggle on "Capture Payment", then specify the Capture Type. Pay Now will let you collect the payment now using the customer's Credit Card or saved ACH account.
Then in the Totals section, enable "Collect Deposit" and enter an amount or % that you would like to capture now.
Collecting Deposit Payment after Creating the Invoice
If you have an Invoice that does not have a deposit payment request, you can either Edit the invoice to add the deposit request, or simply capture payment to collect a "Partial Payment" to the Invoice.
If your invoice does have a Deposit Request that has been unpaid, first click the "Capture Payment" button on the Invoice or Order:
Next, you can select "Capture Deposit Request", then choose Pay Now, or an Offline method if payment has already been received. Click the Capture Payment button, then complete the payment on the Pay Now pop-up if that was the option selected for Capture Type.
Updated 19 days ago