There are two ways to enter a Deposit Received within Polaris Data. Depending on how your portal has been configured, you will either have your Deposit Received field on your Daily Sales screen or on your Sundry Income Screen.
Daily Sales screen
To enter a deposit for a new booking, you must first declare the total amount of deposits received (on the day you're completing) on the Daily Sales screen.
Sundry Income screen
If you have your Deposit Received on the Sundry Income screen you will need to declare the amount of deposits received (on the day you're completing) in the Deposits Received field
When you input a total value of Deposits Received into the Daily Sales/Sundry Income screen, it will automatically transfer over to the Deposits Module for you to allocate out to specific bookings...
Deposits Module
When you reach the Deposit Module you will see a value in red next to “Unallocated”. That figure is the one you put in the Deposit Received field on Daily Sales/Sundry Income.
You must now allocate this total out to the specific bookings you've received (i.e. 2 x £50 deposits)
To add a Deposit on to Polaris you will need to click the “Add” button that appears at the top right of the Deposits Module.
Once you click the Add button, the screenshot above will appear.
On this page you will need to fill out the customer and event details for the booking.
The information at the bottom under “Deposits” you will need to put the date you received the deposit. For the Receipt No this can be your own internal reference or the reference on any deposit receipt book or till receipt you may have. Deposit Value is the value of the deposit you've received for the booking.
If the customer wants to put another deposit down for the same event you can go back in to same deposit booking at a later date by clicking the Edit button next to the booking and click the add new button at the bottom of the screen and input the deposit information.
Once you have filled out this screen, click Save in the top right of the screen to save the deposit details.
Repeat the above for all other bookings received on the same day until all UNALLOCATED values are at 0.00.