Checking out with deposits – Timely

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Learn how to view, edit, and redeem deposits during checkout, and how to convert a deposit into a customer credit if you need to.

In this article we cover:

1 After a client has paid a deposit, the money icon will appear on their booking.

Example of a booking with a deposit paid

2 Open the booking details to see the deposit amount.

Details of the booking including $50 deposit

If a customer doesn't want to use their deposit for an appointment, you can remove it. Here's how:

1 Click Checkout on the client's appointment with the deposit.

Example of an invoice during checkout with the $50 deposit.png

2 Click the x to revert the deposit amount to a customer credit.

Clicking the x next to the deposit removes it from the invoice.gif

3 The deposit is credited to the client on their profile. You can see the credit on the payment screen at checkout too.

Deposit is turned into a credit.png

4 If the deposit was removed by mistake, click on the credit button to add it back into the appointment.

Clicking the credit puts the $50 back onto the invoice.gif

1 Begin the checkout process for the client.

Example of a booking with the checkout button.png

2 The deposit is already credited to the invoice.

Example of an invoice with a deposit.png

3 Continue with the normal checkout process.

example of a typical checkout process.gif

This feature is available on all plans if you're using TimelyPay. If not, it's only available on Elevate and Innovate plans. Find out how to upgrade.

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