Selling · 1 min
Take a pre-order with a deposit
Record a bakery pre-order with pickup date and time, take a deposit by cash, card or a custom method, and print the customer copy with the balance due.
Steps
- On the register, add the items as usual (choose sizes and options).
- Select the customer (or add a new one with name and phone).
- Choose pre-order and set the pickup date and time — and the pickup location if you have several shops.
- Take the deposit: enter the amount (or percentage per your policy) and the payment method.
- Finish. The order is saved as partially paid; the customer copy shows the deposit, the balance and the pickup date.
Tips
- Say the deposit policy out loud on big orders; it is also printed on the receipt footer.
- For custom cakes, use a custom cake order so the decorator gets the notes and photo.
- At pickup, see collect the balance.