Receiving a Deposit

Receiving a Deposit on a Layaway

Applying Payments to Layaway

After you create your layaway in QuickBooks POS, you will then follow the next steps:

    1. Click the “Green Drop Down” button, in the top left corner, that says ‘I Want to’Choose ‘IA Layaways Order’ from the drop down area
    2. Click the last name of the customer, on the right side of the screen, of the Layaway you would like to take a deposit on. Then click the grey button, on the left side of the screen, that says  “Take Deposit”.
    3. A popup window opens up ‘Take Deposit’.
      1. Type in the deposit amount.
      2. Once you have verified that the amount was entered correctly, Click “OK”.
      3. Next, the popup window to process a Credit Card, Accept Cash or Accept a Check will open.
      4. At this point you can ‘Swipe or ‘Manually Enter’ in the customers payment information information.
      5. Make sure to ‘Click’ on the Payment Type.
        Note: Once a payment type is chosen the button color will change to blue.
      6. ‘Click’ whether you are Swiping a Card or Manually entering a card.
        Note: The button you choose will change to a darker grey.
      7. ‘Verify’ all information is entered correctly.
      8. Click ‘Process’.
      9. When payment is processed “Successfully”, a green check mark with Completed in the bottom left corner will appear.
      10. Now you can click ‘Print’ to print a receipt or ‘Close’ to close out of the payment window.
      11. Close the Layaway list screen by “Clicking” the red X in the top right corner of the screen.

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.

How to Make a Deposit to a Work Order

Depositing Funds to a Work Order within InstantAccept and QuickBooks

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

 

 

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

Type in the deposit amount and click ‘OK’.

Swipe or type in your credit card information.

Click ‘Process’.

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

InstantAccept Deposit Screen

Close the list screen.

If you have any questions or concerns please feel free to reach out and complete our support form!