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Lesson 19 / 41

Reservation deposits, balances & refunds

Configure deposit policy, verify evidence, apply deposits and track refunds.

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Before you begin

A receiving account, disclosed customer policy and authorized payment/refund reviewers.

Where to go

Board-game tables → Settings/Reservations → Payments → POS

Visible menus may vary with language, permissions, app version and shop configuration.

Follow these steps

  1. Configure none/fixed/percentage deposit, payment window and refundable cancellation cutoff. Percentage uses the selected general rate, rounded billable duration and party size, not the customer's final pass-discounted bill.
  2. Website requests await review. Staff allocation/confirmation freezes deposit amount and deadlines. Ask the customer to use their management link, verify the real payee, transfer and submit evidence.
  3. Submitted evidence is not confirmed payment. An authorized reviewer checks the existing payment, evidence, payee and amount in Payments. Check-in/seating requires PAID or no deposit required.
  4. At POS review the linked original deposit and remaining tender. For a total of 500 and applicable deposit of 200, collect 300; do not create a 200 coupon or remove products to represent the deposit.
  5. With multiple groups, check the remaining deposit each time; allocations prevent reuse. Deposits do not discount service sales/tax. Track unused remainders through refunds, not assumed cash change.
  6. For refundable cancellation check REFUND_PENDING and have finance complete the original-payment refund. Late cancellation/no-show may forfeit the deposit under frozen terms. Pending slips or late transfers need review, not another deposit charge.

How to verify success

Received deposit reconciles to applied, remaining/refunded/forfeited amounts with original references. Booking and money statuses are independently checked.

Limits & things to check

This management-link deposit flow belongs to website requests, not every booking channel. CHAT supports no-deposit booking only; staff-created bookings must not be described as having the same website deposit link.

Ready to try it in your shop

Lessons are free to read. Actual operations require sign-in and the appropriate permission. Use test data for training.

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