Modified on: Wed, 11 Mar, 2020 at 2:53 PM
Hello! This is the step by step guide on how to add Catering Deposits on BACON! A video guide is also available that you can watch here:
First up is to go to the Deposits page where you can add your Catering Deposits.
At the Deposits page, click on the Add button () to add a new deposit record.
Now we can create/schedule the deposit, entering the data works similar to entering sales where you can specify which category a sale will go to. Here you can set which category the deposit will go to, the date when the deposit is received(Received Date) and when the event happens(Event Date). For now we set both dates at 8/07/2019 with a $500 deposit on Food.When created, it will appear on the list. You can click on the options button() to edit or delete the deposit.
Once a deposit has been created, the amount you entered as a deposit can now be added to your sale. In our previous example, the date we specified to receive the deposit is 8/07/2019. When you enter/add a sale on that same date, a notification will pop-up to tell you that a deposit exists to be added to that sale. Click Yes to add the deposit amount to the sale.
When you add your sale normally, you can see that the deposit amount is added onto your total. Save the sale when done.
Now, when you go back to the Deposits page you will see that the the deposit record we made(8/07/2019) has now been converted to sales. At this stage, it means the deposit has been made and you won't be able to delete it. If you click edit, it will lead back to the saved sales record which included the deposit.
That concludes the steps on how you can add Catering Deposits to your BACON account.
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