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Take a deposit

The customer pays part now and the rest when they collect. Save the cart as an order, take the deposit, and Kila takes it off the balance at collection.

Who can do it
Cashier, Till supervisor and Branch manager
Find it
Sell, then Point of sale, or search point of sale in Kila
Time
3 minutes

Steps differ for salons and spas and events venues.

When a customer wants goods kept for them and pays part now, the till saves the cart as an order: the prices are held, the stock is put aside at your branch, and the deposit waits on the customer‘s account until they collect.

  1. Tap Order

    At the top of the till. Kila says: “Order mode. The order reserves the stock at this branch and holds the prices; take a deposit now and the balance when the customer collects.”

    The till in Order mode (1): Kamau Njoroge is chosen for the order (2) and a Mika 2-burner table cooker, KES 4,999.00, is in the cart. Save order of KES 4,999.00 is marked 3.The till in Order mode (1): Kamau Njoroge is chosen for the order (2) and a Mika 2-burner table cooker, KES 4,999.00, is in the cart. Save order of KES 4,999.00 is marked 3.
  2. Choose the customer

    Tap Choose the customer for this order and find them. A deposit is held on their account, so it needs a customer.

  3. Add the products, then tap Save order of

    Add them as for a sale. The button shows the order’s total, such as Save order of KES 4,999.00.

  4. Enter the deposit

    Type it in Deposit, or tap 30% or 50%: “Held on Kamau Njoroge’s account until collection.” You can also choose Pickup or Delivery and a date the order is Promised for.

    Save as order: order total KES 4,999.00, a deposit of 1500 after tapping 30% (4), and Take deposit of KES 1,500.00 (5).Save as order: order total KES 4,999.00, a deposit of 1500 after tapping 30% (4), and Take deposit of KES 1,500.00 (5).
  5. Tap Take deposit of

    Kila opens Deposit for the order: “The deposit is held on Kamau Njoroge’s account and comes off the balance when the order is collected.”

  6. Take the deposit

    In cash or by bank transfer, as for any payment: see Take cash or Take a bank transfer. A deposit is one payment, so it cannot be split. By M-Pesa it needs a prompt that M-Pesa has confirmed: a typed M-Pesa code is refused (see What if). Until Kila’s M-Pesa connection is live (Integrations and API says Prompts not connected), the till sends no prompt: take the deposit in cash or by bank transfer.

  7. Check the order is saved

    Kila says Order SO-… saved, with the deposit and what is left to pay: “Deposit of KES 1,500.00 held for Kamau Njoroge. Balance KES 3,499.00 at collection. The stock is reserved at this branch.”

Tap Orders at the top of the till (on a phone, Orders to collect in the menu under your name). The order shows its deposit. Tap Fulfil: Kila shows the Order total, the Deposit applied and To pay now, and the button takes only the rest, such as Take KES 3,499.00. On the payment, “The deposit of KES 1,500.00 is applied automatically.”

Fulfil the order for Kamau Njoroge: order total KES 4,999.00, Deposit applied minus KES 1,500.00 (1), to pay now KES 3,499.00, and Take KES 3,499.00 (2).Fulfil the order for Kamau Njoroge: order total KES 4,999.00, Deposit applied minus KES 1,500.00 (1), to pay now KES 3,499.00, and Take KES 3,499.00 (2).

For salons and spas

A booking deposit is taken when you book the visit: see Take a booking deposit.

For events venues

An event’s deposit is taken on the event: see Quote, confirm and charge an event.

Steps differ for salons and spas and events venues. Nothing here differs for your business, .

Kila shows:

Not completed yet

Send an M-Pesa prompt for the deposit and wait for it to confirm. Fix it and tap Save order again.

A deposit by M-Pesa needs a prompt that M-Pesa has confirmed, not a code typed at the till. Tap the x next to the M-Pesa line and take the deposit in cash or by bank transfer.

With no customer on the order, Kila says “No customer chosen. Add one to take a deposit, deliver, or call them when the order is ready.” and the deposit says Needs a customer. Go back to the cart and choose the customer.

Next: when the customer comes back, fulfil the order from Orders, as above: Kila takes the deposit off and asks for the rest.

Last checked on Kila on .

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