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How to add a Down Payment for an Appointment in Invent ERP?

A down payment is a partial payment taken before an appointment. It can be a fixed amount or a percentage and is deducted from the final order, not an additional cost to the customer. Its purpose is to secure the booking, reduce no-shows, and improve cash flow for your business.

Step 1: Navigate to Point of Sale​

From the Main Menu, in the top right corner, click on all apps, then Point of Sale

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Step 2: Head to Configuration then Point of Sale​

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Step 3: Select your POS​

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Step 4: Edit POS Settings​

Click the Edit button to modify your POS settings

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Step 5: Choose Down Payment Product​

Locate and select the product designated for down payments

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Step 6: Create Down Payment Product​

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Step 7: Save Your POS Changes​

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Step 8: Head to Point of Sales​

Return to the main Point of Sales dashboard

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Step 9: Open a new POS Session​

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Step 10: Navigate to Appointments​

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Step 11: Select an Available Slot​

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Step 12: Choose Appointment Type​

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Step 13: Select a Customer​

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Step 14: Confirm Date and Time​

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Step 15: Verify Appointment Status​

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Step 16: Select Has Payment and Add Services​

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Step 17: Choose Has Down Payment​

Choose the Has down payment option. Select Either Fixed Amount or Discount Percentage

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Step 18: Select Down Payment Option for the Appointment​

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Step 19: Complete Down Payment Order​

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Step 20: Create Order for the Appointment​

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Step 21: Complete the Order for the Appointment​

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That's it! You know now how to add a Down Payment for an appointment in Invent ERP.

Notes & Tips​

  • Decide whether the down payment will be a fixed amount or a percentage beforehand and set it accordingly.
  • Make sure to assign the down payment to the correct appointment to avoid billing issues and customer confusion

Frequently Asked Questions (FAQ)​

Q: What is a down payment?

A: A down payment is a partial payment taken before an appointment that’s applied to the final order.

Q: When should I add a down payment?

A: Add a down payment when you want to secure a booking for high-cost or time-sensitive services.

Q: Do I have to refund a down payment if a customer cancels?

A: It depends on your business’s cancellation and refund policies.