Record Sale Deposits And Multi-Payment Balances
Create full payments or open deposits, manage later payment history, and complete sales when rabbits should move to Sold.
Record full payments, open deposits, and later payment history so cash timing, rabbit Sold status, and Profit & Cost revenue stay accurate.
8-12 minutes
Desktop: Open Sales & Finances from the left sidebar, choose Sales History, then use Add Sale or the Payments action on a sale row.
Mobile: Tap the menu button, open Sales & Finances, choose Sales History, then use Add Sale or the Payments action on a sale row.
- Know the agreed price if you have one, and how much cash you received today.
- Create or confirm the buyer contact when you want payment history tied to a person.
- Decide whether the rabbit should move to Sold now, or stay available until the deposit sale is completed later.
Overview
- Sales can be recorded as a full payment that completes immediately, or as a deposit / partial payment that leaves the sale open until you finish it.
- After a sale exists, use the Payments action to open Manage Payments, where you edit Agreed price, add Deposit, Payment, or Final Payment rows, and Complete Sale when ready.
- Financial summaries and Profit & Cost Tracking both treat multi-payment sales as payment-dated cash events. The agreed price alone is not counted as received cash.
When To Use
- A buyer pays a deposit now and will finish payment later.
- You need to add, edit, or remove payment rows after the original sale was saved.
- You want to complete an open deposit sale and mark linked rabbits Sold.
Step-By-Step Guide
Choose Full payment or Deposit / partial when creating a sale
New sales from Add Sale let you choose how today’s cash should be recorded.
From Sales History, start Add Sale and fill in the rabbit or item, buyer, date, and agreed price as usual.
- On a new sale, you should see a Payment received section with Full payment and Deposit / partial.
Choose Full payment when today’s received amount finishes the sale. Full payment completes the sale and marks linked rabbits Sold.
- Amount received today follows the agreed price for a full payment unless you change it before saving.
Choose Deposit / partial, enter Amount received today, and pick a payment method.
- Enter the deposit amount actually received today. Do not enter the full agreed price here unless that is truly what was paid.
- Leave Complete sale and mark rabbit Sold now unchecked to keep an open deposit. Check it only when you want the sale completed immediately despite using the deposit path.
- You know how to create either a completed full-payment sale or an open deposit sale.
Manage payment history on an existing sale
Open deposits and later installments are maintained from Sales History.
In Sales History, find the sale and choose Payments to open Manage Payments.
- You should see Agreed price, Paid, Balance, Payment history, and Add payment controls.
Use Add payment to record Date, Amount, Type, Method, and optional Notes. Types include Deposit, Payment, and Final Payment.
- Edit or Remove an existing row when a payment was entered incorrectly. Save to keep the updated history.
- If payments exceed the agreed price, raise the agreed price or edit a payment before you trust the balance.
On an open sale, use Complete Sale after the payment history looks right. Confirm if a balance remains and you still want to mark linked rabbits Sold.
- Completing the sale closes the open deposit workflow and applies the Sold outcome for linked rabbits.
- If you only see Save and not Complete Sale, the sale is already completed or is not in an open state.
- You can maintain balances over time and complete the sale when the deal is finished.
Understand how payments affect reports and inventory
Cash timing and completion status matter outside the sale form itself.
Treat each recorded payment as cash on its own date. Financial Overview and Profit & Cost Tracking use those payment-dated cash events rather than inventing income from an unpaid agreed price.
- An open deposit does not end animal-days in Profit & Cost Tracking until the sale is completed.
If a meat sale is linked to freezer inventory, Deposit / partial is unavailable. Complete those sales in full so stock deducts when the product leaves inventory.
- Open deposits for other item types also defer freezer deductions until completion when inventory would otherwise be consumed too early.
Reservation deposit notes in Fulfillment are reminders only. Record actual money in the sale payment history when cash changes hands.
- Create a linked sale from a reservation when the transaction is ready, then use Payments if the buyer is paying over time.
- You know how deposits affect Sold status, cash timing, Profit & Cost animal-days, and inventory.
You're Done When
- You can create a Full payment sale or an open Deposit / partial sale from Add Sale.
- You can open Manage Payments, add a later payment, and read Paid versus Balance.
- You know Complete Sale is what closes an open deposit and marks linked rabbits Sold.
- You know reports count payment dates, not an unpaid agreed price, as received cash.
Common Mistakes
- Expecting an open deposit to mark the rabbit Sold and remove it from active sale workflows.
- Assuming the agreed price counts as income before the matching payments are recorded.
- Using a reservation deposit note as a substitute for a real sale payment history.
- Trying to leave a freezer-linked meat sale on deposit; those sales must complete in full so stock deducts when the product leaves inventory.
If Something Still Looks Wrong
Why is the rabbit still For Sale after a deposit?
Open deposits keep the sale incomplete on purpose. Use Complete Sale from Manage Payments, or check Complete sale and mark rabbit Sold now when creating the deposit if the rabbit should transfer immediately.
Why does income look lower than the agreed price?
Cash summaries use payment dates and amounts. Unpaid balance is not treated as money already received.
Why can I not choose Deposit / partial on a meat sale?
Freezer-linked meat sales must be completed in full so inventory deducts when the product leaves stock.
FAQ
Where do I add a second payment later?
Open Sales History, choose Payments on that sale, then use Add payment in Manage Payments.
Does a deposit change Profit & Cost Tracking?
Yes, as payment-dated revenue. The open deposit does not end animal-days until the sale is completed, and the unpaid agreed price is not counted as received cash.
Is a reservation deposit note the same thing?
No. Reservation deposit and payment notes are fulfillment reminders. Record actual cash in the sale payment history.
When To Contact Support
- A deposit sale saves, but Payments is missing from Sales History afterward.
- Completing a sale does not update rabbit Sold status the way the confirmation described.
Still Stuck?
If the guide got you close but the app still does not match what this tutorial says should happen, contact support and mention the article title, the exact step where you got stuck, and what you saw instead.