This article will the user through receipting a deposit onto a Customer Order in different scenarios



Receipting a Deposit onto a Customer Order 


Scenario 1


Blackpurl will allow you to receipt a deposit from a customer even if the customer is not yet ready to order anything.  

  1. From the Blackpurl Header - Click User-added image

  

       
      
  1. Click into the Select Customer section by clicking User-added image and then clicking into the Select for an existing customer field


The Select for an existing customer  functionality will allow you to search for the customer using keywords such as surname / first name / mobile number / email address

As you start typing your search keyword, the system will start listing the search results that match

In our example we are looking to receive a deposit payment from Jaxon Price (existing customer) and we have started searching with his surname - Price - as the keyword then click on your selected customer


  1. Once you have selected your customer, in the Checkout section > click on User-added image


User-added image


  1. The Add deposit popup window will open for you to complete: Choose a Payment Method / add in the amount received as Deposit and then click on Confirm Deposit

  1. Once you have confirmed the Deposit, a Deposit section will be added to your Customer Order

  

This section will list any deposits made / allow you to refund any of the deposits or make additional deposits  


As there is currently nothing listed for purchase in this Customer Order, notice that the deposit will show as a credit in the Checkout section 


If you need to provide your customer with a Deposit receipt, click on  as it will give you the option of printing or emailing receipt

 

  1. Once the customer is ready to purchase and use the Deposit, the user will just need to navigate back to the relevant Customer Order



Scenario 2:

Blackpurl will allow you to add a deposit to a Customer Order that has already been created ie Parts and Accessories / Service Job / Unit Deal


  1. Navigate to the relevant OPEN Customer Order that the customer wishes to pay a deposit

In our example you can see we have an open Customer Order with a Parts & Accessories section and our customer wishes to pay $100 as a deposit towards this Customer Order


  1. From the Checkout section > click on User-added image and the Add deposit popup window will open for you to complete: Choose a Payment Method and the amount received as deposit then click on Confirm Deposit


  1. Once you have confirmed the Deposit, the Customer Order will have a new Deposit section
This section will list any deposits made / allow you to refund any of the deposits or make new deposits


You will also note that the running balance in the Checkout section takes into consideration of the deposit paid

If you need to provide your customer with a Deposit receipt, click on as it will give you the option of printing or emailing receipt