Redpoint does not yet have automated deposit options, but there are some options for managing a deposit workflow.

Staff Makes the Booking & Takes Partial Payment

1. Staff creates the new booking at the full price.
   
   
2. Activate Contract. This will create the full price invoice for the event and make it active in a Confirmed state pending the start date.
   
   
3. Look up contract holder for the new booking at POS.
   
   
4. Uncheck ALL open invoices for the contract holder so that you can click Make a Payment.  Set amount to partial payment. This will apply to the open invoice on the account.
   
   • For customers with a Payment Method on file, prevent the open balance from being billed automatically by editing invoice date to the date of the event. It will not be captured by billing until on/after that date.
     
     
5. Collect partial payment which will apply to the invoice, leaving the remaining balance due.
   Alternative: Customer completes booking through a kiosk url that does not collect payment. Staff activates contract and creates the open invoice.

Customer Books Online, Edit Booking Before Start Date to Create Balance Due

1. Configure the plan so that it is priced at the deposit amount
   • Make the Plan pricing spoke set to the deposit amount and
   • Put VERY CLEAR LANGUAGE in the header text on the presentation spoke AND in the Document spoke so that it is clear more will be owed later. 
     
     
2. Before the start date of the booking, generate the additional invoice owed by editing the booking.
   
   
3. Set Custom Price and adjust price to the full price of the party (because the plan dues pricing is just the deposit amount.)
   
   

   The quantity in the custom dues window does NOT adjust enrollee count.  Adjust enrollee count first and just edit price in Custom Dues

   
   
   
   
   
4. The new contract total is reflected and a prorated dues invoice is suggested.
   
   Accept changes, leave toggle ON to create prorated invoice, and click ok to generate the invoice.

Credit Invoices Due Back to the Customer

When editing a booking, if a Credit invoice is created by the pricing or enrollment count change, it will automatically apply towards the open/unpaid invoice if one exists.

If a credit invoice needs to be refunded

If the plan was paid in full and the credit needs to be refunded to a credit card, there are 2 ways to do so:

1. Edit the booking to reduce the count, Accept changes. but toggle OFF prorated invoice
   • Go to the original paid invoice and return a line item
   • Edit the line item in the cart to the amount to be refunded
   • Refund the credit amount to a credit card (will need customer to provide card info)
     
     OR
     
     
2. Edit the booking, accept changes and toggle ON the prorated invoice
   • Add the credit card for the refund as a Payment Method on the contract holder's customer record
   • Click the Refund button at the top of the customer record to put it on the pay method on file (permission required)