Index
Section: Main Menu > Listings/Invoicing > Deposits
FAQ
Introduction
A deposit is a prepayment made by the customer to pay for future purchases against that balance. For example, I top up £100 on my card and on my next visit I will be able to pay a manual cart of £2 leaving a remaining balance of £98 on my profile.
As in any listing, you can use the tools to better exploit your data: filter, search, export, import, etc.
Detail of a deposit
To access the detail of one of your deposits you should go to Listings > Deposits and click on the ID of the desired deposit. There you will find the following information:
ID: Unique identifier of this deposit in your database.
Client: Customer associated to this deposit.
Description:
In case of a recharge, here it will be blank or the description that the user has put at the time of the recharge.
In case of a deposit payment, the description of that payment will come out here such as product name, day of booking, etc.
Amount:
In case of a recharge, this amount will be positive.
In case of a payment, this amount will be negative.
Subsequent balance:
In case of a recharge, the remaining balance after the recharge.
In case of a payment, the remaining balance after the payment.
Cashier: Name of the cashier who performed the deposit transaction.
Payment method:
In case of a recharge, the payment method used.
In case of a payment, it will be empty.
Collection:
In case of a recharge, this field will be empty.
In case of a payment, the identifier of the generated collection.
Cash movement:
In case of a recharge, the identifier of the cash movement.
In case of a payment, this field will be empty.
FAQ
Differences between vouchers and deposits
In Golfmanager we have two ways to add money balances to a client's card: Vouchers and deposits.
The difference between a voucher and a deposit is that a voucher generates a ticket at the moment of the recharge while a deposit does not. The recharge of a voucher, when generating a ticket, will be exported to accounting as an invoice, while with the deposit it will be exported to accounting as a mere entry without an invoice.
When paying with a voucher, the system will deduct the total amount from the customer's balance and will not issue a collection ticket, while a deposit will generate a collection ticket with the deposit payment method.
| Voucher purse | Deposit |
Generates invoices when recharging | Yes. Generates a charge. | No. |
Generates charge when reloading | Yes. | No. Does not generate a collection but does generate a deposit and cash movement. |
Generates Ticket at checkout | Yes. But without numeration. | Yes. |
Generates collection upon payment | No. A "voucher" payment is generated.. | Yes. A charge is generated with "deposit" payment method. |
Balance inquiry | From Listings > Vouchers you can consult all the balances of all your clients, or from each client's file in the "Vouchers" tab. | From the customer's profile next to the name. |
How to add a deposit to a client
To add balance in the form of a deposit to a customer's card follow the steps below:
Go to the POS
Find and click on the "Create new deposit" button. This button must have been previously created. You can see how to create this button in the following help article. A popup will open.
Search and select the Customer from your database.
Enter the Amount to recharge.
Select the Payment method with which the customer will pay you for the recharge.
Add a Description if you wish.
Click on Save. A green success message will appear.
You can go to that customer's profile to check that the recharge was successful. The deposit amount will appear next to their name in the page header.
How to cancel a customer deposit
The system does not allow you to cancel a customer's balance or a recharge. In this case you will have to make a negative deposit recharge to offset the existing balance.