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How to manage down payments?


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Posted

I really like the features on Loyverse, but it’s missing one that I badly need for my business. I take reservations, and for customers to secure their slots, they need to make a downpayment. However, I can’t seem to find this feature in Loyverse. Has anyone encountered this issue? How do you manage downpayments on your POS? Any recommendations would be really helpful!

Posted

Hi! I actually have a workaround for this. I’ve been using it in my business, and it works just fine for me.

What I do is use open tickets to save customer reservations. Before saving the ticket, I customize the ticket name. Instead of entering a table number, I put the customer’s name along with the date and time of their reservation. In the comment field, I note the down payment amount and then save the ticket.2025-03-04_22h10_11.thumb.jpg.8c18ffbcadfe6845da4db5ab7d7f02ef.jpg

Since Loyverse doesn’t have a built-in partial payment feature, I record the downpayment as a "pay-in" on the shift report. This way, the partial payment is saved, and I can easily check the shift history by looking up the ticket name to see the downpayment amount.image.thumb.png.020468545dae4c503e39eeb938b30f56.png

To use this features, you need to activate open tickets and shift report on the Back Office feature settings. Here’s some article that I can recommend looking to: 

https://help.loyverse.com/help/shift-management-loyverse-pos

https://help.loyverse.com/help/m-open-tickets

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