Handling Deposits in GRATIS

To handle deposits in GRATIS please follow this guide 

• Below you can see a charges table displaying commission, fees and the total value of the booking.

• To handle a deposit, clone the booking to the current booking reference create a /2 number and add a charge line with the deposit required ensuring that you do not add commission or tax. Once complete  confirm the booking:

• To ensure the system balances  deduct the deposit value from the original /1 booking with no commission or tax , you will need to add this as a minus as per the screenshot: 

If you now click on the job number on the general screen of the booking this will take you to the jobs and projects module.You will see both bookings and note that the sum of the two bookings is correct:

If you want to add an additional Deposit payment

• Clone the booking again so you have a /3 and detail the deposit required.

• Go back to the original /1 booking and deduct the 2nd deposit:

• Go into Jobs & Projects and you will see the additional booking with the total value adjustment on /1

• Now go to the Client Invoicing module to create the Client Invoice and send out.