Depositing Funds on a Sales Order

How to Make a Deposit on a Sales Order

After you create your Sales Order in QuickBooks POS you will click the drop down option that says ‘I Want to’ and choose IA Sales Orders.

Sales Order in QuickBooks POS

Select the Sales Orders you would like to take a deposit on (A). Then click ‘Take Deposit’ (B).

Sales Order List

Type in the deposit amount and click ‘OK’

Take a Deposit Screen

Swipe or type in your credit card information.

Click ‘Process’.

Credit Card Transaction Screen

Once the card processes successfully, click ‘Print’ to print a receipt or ‘Close’ to close out of the payment window.

Card Processing Successful or Declined

Close the sales orders list screen.

 

If this walk through does not help you try walking through the steps again or contact our technical support team or call (855) 220-2840.