Client deposits can be added and refunded using the Gravity Payments integration. The deposit payment and refund processes are similar to the invoice payment workflow. Deposits can be added from the client page and when paying an invoice (if enabled in your Provet Cloud settings).
For information about adding and refunding deposits without using the Gravity Payments integration, see Adding and Using Client Prepayments.
-
On the client page, select Gravity Payments in the top right corner of the page. A new tab opens.
-
Select Add deposit and add the amount to the Enter deposit amount field.
-
Select the payment method and finalize the payment as in Processing Invoice Payments. Note that the Use stored card option is not available for deposits.
The deposit amount is added to the client's account. You can view the client's deposits on the Billing tab of the client page.
You can also add a deposit during an invoice payment transaction if overpayments are allowed in your Provet Cloud settings.
Note
The invoice must be finalized before the Gravity Payments integration can be used.
-
On the invoice page, select Gravity Payments at the bottom of the page. A new tab opens.
-
Select Collect payment. Select the Enter amount option and add the total amount including both the invoice payment and the deposit sum in the field.
-
Select the payment method and finalize the payment as in Processing Invoice Payments. Note that the Use stored card option is not available for deposits.
A new payment row is shown on the invoice page with a transaction ID. The payment row shows the total amount including both the invoice owed amount and the deposit. The deposit balance is shown as a negative due sum.
On the invoice page, select the Transfer to deposits button under Payments.
A second payment row is shown on the invoice page, and the invoice due sum is now "0". The deposit amount is added to the client's account. You can view the client's deposits on the Billing tab of the client page.
Note that you cannot refund deposits added using some other payment method through the Gravity Payments integration. For refunding other deposits, see Adding and Using Client Prepayments.
-
On the client page, select Gravity Payments in the top right corner of the page. A new tab opens.
-
Select Refund deposit. From the Choose payment for refund drop-down list, select the deposit you want to refund. Note that the Use stored card option is not available for deposits.
-
Select the payment method and finalize the payment as in Processing Invoice Payments.
Updated
Comments
0 comments
Please sign in to leave a comment.