Apply Deposits at Checkout (How-To)

Summary

When you check out a reservation with a paid deposit, the deposit payment shows in the shopping cart on its own. If the deposit was underpaid or overpaid, you can collect or refund payments as needed.

Steps

If the Paid Amount Equals the Charges

If the charges equal the deposit payment, you can check out without payment.

Shopping cart with reservation details

If the Paid Amount Is Less Than the Charges

If the deposit only covers part of the cost, collect the rest from the customer. You can check out without more payment if the customer will pay later. You can also check out with payment and apply any payment method you want.

Shopping cart with reservation details

If the Paid Amount Is Greater Than the Charges

If the deposit was overpaid, you have two options:

  • Credit the difference to the owner's account. This adds a store credit line item to the invoice after checkout. You can refund that line item in part or in full as needed.
  • Refund the entire deposit. If you choose this, you must collect the balance owed again with another payment.

Shopping cart with deposit refund option.

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