Apply a deposit to the balance
A client paid a deposit at booking; the visit happened; now what? Here's exactly how deposits sit on the appointment today, and the honest state of settling the remainder.
Where the deposit lives
- When a deposit is collected at booking, it's recorded as a paid payment on that appointment.
- Open the appointment and the Payment card shows it: a Paid tag with the deposit amount and method.
- Because the appointment already carries a paid payment, the Take payment card doesn't offer a second in-app charge.
Settling the remainder today
- Work out the remainder: the services total minus the deposit (the appointment lists both).
- Collect it at the desk the way you take any out-of-app payment today (your terminal or cash).
- In-app balance settlement (charging the remainder through the appointment) arrives with the live payments release; the deposit record itself is already exactly right.
Example. A $350 Botox visit with a $70 deposit: the appointment shows Paid $70. At the visit, the desk collects the remaining $280 on the terminal. When live payments ship, that remainder moves in-app too.
Common questions
- Why can't I charge the rest from the appointment? One payment per appointment today, and the deposit is it. The remainder flow is part of the payments release; this article will say so when it changes.
- The client cancelled after paying a deposit? The deposit stays recorded on the appointment. Refund it from the Payment card if your policy returns it; keep it if your policy doesn't.
- Does the deposit show in reports? Yes, as the payment it is. Deposit money is real revenue against that appointment.
- How do I know how much is left? The appointment lists every service with its price and the total; the Payment card shows what was paid. The difference is the remainder.
Good to know
- Deposits exist to change no-show math, and they do that job fully today; only the remainder's plumbing is still on the stub.
- If a deposit needs to come back, that's a normal refund: Refund a payment.