How to record a deposit or partial payment on an invoice (layaway)

Layaway in ChecKmate is done with invoices: create an invoice for the items, record the customer's deposit, and record each payment until it is paid off.

Step 1: Open Payments

Create the invoice (see How to create an invoice). Press the ⋮ on it and choose Payments. You see the Invoice Total, Amount Paid and Remaining Due. Press Record Payment.

Step 2: Enter the deposit

Type the Payment Amount (or press Full Payment), choose the Payment Method - Cash, Card, Bank Transfer, Check, Stripe, Store Credit or Other - and the date. Untick Send payment receipt email if you do not want to email a receipt. Add a note, then press Record Payment.

The invoice shows Partial with the amount paid so far. Record more payments the same way; when the balance reaches zero it shows Paid.

Good to know

• Each payment appears in the invoice's Payment history, where you can download or email a receipt for it.