If you wish to cancel or edit a deposit, you can view our article here.
Creating a Deposit
You will find our deposits feature on your Cash Up page (Trading > Financial > Cash Up) in the Elements table, as pictured below.
1. To add a new deposit, click the pencil icon next to "Deposits Received".
2. This will open the following window:
3. You can then enter the information about the deposit, such as the event name, the contact details of the person making the booking, the date of the event, the amount taken, any required notes and upload a file if relevant!
4. Click "Create New Deposit"
Redeeming a Deposit
5. On the day of the event, you will need to "redeem" the deposit, so the revenue counts on that day's cash-up. On the day of the event, a notification will appear above the Elements Table to alert you that deposits need to be redeemed on that day.
6. To redeem a deposit, click the pencil icon next to "Deposits Received" in the Elements table. Any deposits that need to be redeemed that day will be highlighted in yellow.
7. Click the green tick ("Redeem") button on that deposit's row to redeem the deposit.
8. Click the X in the top-right corner to close the window.
