When a layaway, order, etc. is created and about to be saved, POSitive asks if a payment is to be applied.  By default,  POSitive asks for full payment, but a portion can be selected.  Payment can be taken by any of the defined tenders except for on store account.

Payment can be received without editing the order from the "...In Process" list by highlighting the order and selecting the Payment button at the top of the screen.

Pending orders can be edited and from the ESCape menu, you can choose to Accept Payment.

Sales tax is calculated on an order, however, it does not get included in the Sales Tax Report until the order has been converted to an invoice.  An order means the product has not been delivered.  All orders must eventually be converted to invoices or voided.

When the order is converted to an invoice, deposits are deducted and the customer must pay the remaining balance.  If, the invoice is not processed and is held again as an order, the deposit follows with it.

You can get a report of all active deposits which totals amounts and identifies the pending orders .  Go to Report Center: Customer Reports: Deposits On File.  This report can show current deposits or completed (historical) deposits or both.  Set a date range.

If the order is canceled or changed, deposits on the order can be refunded in full or in part.  On the "...In Process" list highlight the order, choose the Payment button, and choose Issue Refund.  Choose to refund the full amount or partial amount.

Open the Customer Center, highlight the customer, and choose Current Deposits.  Deposits applied to active pending transactions will be displayed.

If the customer has multiple orders with deposits, you can refund the deposit of one order, as described above, and then apply the deposit to the other order.  One method is to refund to store account as a credit and then use the store credit as payment on the other order.  This is especially useful if the full refunded amount cannot be used immediately.

If you have justifiable reasons, you can cause the refund to be forfeited in full or in part and credited to a special customer account.  (see Forfeit Deposits)

When choosing the Void option, you will be prompted to refund the deposit.

At Invoice History only a brief reference is made to how the deposit was made.  If you need to know the credit card number, go to Management: Credit Card Manager and do a Query for that transaction.