You can easily add these deposits manually. Below we explain step by step how to do this.
Step 1: Open an account for the customer
Go to Cash Register and open a new account in the name of the customer for whom you want to add the deposit.
Step 2: Add the deposit
Click “+ Deposit” and enter the amount you originally received.
Then complete the payment.
Note: The chosen payment method does not matter. Since the deposit was already paid in the past, the only purpose is to have it displayed under the customer’s name. The registration of the original payment remains in your previous software.
Step 3: Edit the ticket in the logbook
Go to Logbook, find the ticket you just completed, and click “View”.
Step 4: Adjust the date of the ticket
At the top, you can modify the date. Change it to a date before you started using Optios.
This is important because the deposit also exists in your previous software’s reporting. Adjusting the date prevents it from appearing twice in your Optios reports.
When you see the message “Are you sure you want to change the date?”, click “Yes.”
Result
When the customer later returns and you check out the treatment, the previously added deposit will automatically appear in the cash register.