topic Re: Deposit/Deposit Redemption in Back Office & Team

Deposit/Deposit Redemption

TraciBBQ — Tue, 23 Apr 2024 19:33:27 GMT

Is there a way to track a deposit redemption to the original deposit?

For example, on an invoice, when I scroll to payments, I can see when the deposit was redeemed but I can't track to the actual deposit payment. Sometimes, the date and time make it obvious but sometimes it does not.

Has anyone found a way to track the redemption?

Thank you.

Re: Deposit/Deposit Redemption

Rob — Tue, 23 Apr 2024 22:00:04 GMT

Toast suggests trackig these with an Other Payment option and reporting the sales as Deferred

Accept Event Deposits With Toast POS

Re: Deposit/Deposit Redemption

laurah — Thu, 31 Jul 2025 21:01:18 GMT

Robert

I see your response but that was not the question that was asked. How do you run a report that gives you a list of open deposits. And if a deposit was redeemed, when was it originally taken.

Re: Deposit/Deposit Redemption

Rob — Thu, 31 Jul 2025 21:50:18 GMT

Thank you for reaching out with your question. I am a bit confused by what you mean by an open deposit. Do you mean an open Invoice?

To see when an event deposit was paid, navigate to the invoice in question, then to Order Details to find the associated check number and date. On the Settled Deposits Daily Breakdown, adjust the date range at the bottom of the Order Details page to include the invoice’s associated date. You should be able to see the payment here. If this doesnt help, could you explain how you are creating these open deposits within Toast and how you are currently tracking this information? Are you using House Accounts?

Set Up Deposits for Catering and Events
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