PlanIt EPOS · Payments & Deposits

Take a deposit or part payment

What does this do?

Take part of the money now, set when the rest is due, and the till tracks the balance until it is paid.

How to use it

  1. Build the sale and fill in the Customer name and contact details, so the balance has a name to chase.
  2. Tap the Payment method the deposit is being paid by, then press PAY NOW.
  3. Choose Deposit taken.
  4. Type the Deposit amount and, if you know it, the Balance due date. Balance owing shows what is left.
  5. Press Confirm deposit. The receipt prints showing the deposit and the balance.
  6. If any item is not in stock, Items not in stock offers to Create customer order(s) so it can be ordered in.
  7. The sale now appears under Outstanding balances in Customer Orders with the status Deposit Paid – Awaiting Balance.
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Related guides

Take the balance on a sale with money owing

When the customer pays the rest, record it against the original receipt so the balance clears and the takings land on today's till.

Payments & Deposits

See which receipts still have money owing

Outstanding balances lists every till receipt where a deposit or part payment was taken and money is still owing, with the due date, so you can see what to collect before the fitting and record it in one press.

Customer Orders

Choose how the customer is paying (Cash, Card, Bank Transfer, Finance, Deposit Paid)

Tap the method the customer is paying by before PAY NOW. It is recorded on the receipt, feeds the Z report and lets Reports split takings by method.

Payments & Deposits

Create a customer order for items not in stock

When a sale includes something you do not have on the shelf, the till offers to raise a customer order for it as soon as the payment is taken, so nothing sold gets forgotten.

Customer Orders

Track an order from supplier to fitting

Customer Orders is the list of jobs waiting on something: stock from a supplier, a fitting date, a collection or a delivery. Each order tracks the supplier, when it is expected, its status and the money still owing.

Customer OrdersEstimating

Ask for a deposit on a quote

A deposit on the quote shows the customer what to pay up front and what is left on completion. Choose a percentage or a fixed amount. On a detailed quote it is set in Payment & Deposit Settings; on a manual quote you type it in the manual quote itself.

Customer Quotes
Questions this guide answers
  • How do I take a deposit on the till?
  • How do I set when the balance is due?
  • Where do I see sales with money still owing?

Last updated 2026-09-03 · Direct link for this feature