Partial & Deposit Payments

Accept partial payments or deposits from customers and collect the remaining balance later. The system tracks outstanding balances with proper accounting entries.

Enabling Partial Payments

1. Go to Settings → POS Settings.
2. Under Partial Payment Mode, choose:
   • Disabled — customers must pay in full (default)
   • Lightweight — balance tracked on the sale, collect via the Open Balances page
   • Invoice-Linked — unpaid portion automatically creates a customer invoice in the AR module

Making a Partial Payment (POS)

1. At checkout, the cashier enters a payment amount less than the total.
2. A customer must be attached to the sale (required for tracking).
3. The sale is recorded with payment status Partial and the remaining balance.

Collecting Outstanding Balances

1. Go to Sales → Open Balances to see all sales with outstanding amounts.
2. Click Collect on any sale.
3. Enter the collection amount and payment method.
4. The sale updates to Paid when the full balance is collected.

Accounting

• Partial sales create a split journal entry: Cash/Bank for the paid amount, Accounts Receivable for the balance.
• Each collection clears the AR balance with a corresponding journal entry.
• Refunds are capped at the amount actually paid, not the sale total.