A down payment via the checkout can be displayed via the path shown in this article. There is
no plan for a complete implementation along the same lines as the down payment in the order
management.
Create a “Down payment” item and do not select a price. If a down payment is now carried
out, you can record the sale via this item. To do this, you must also select the relevant
customer at the checkout or record this. The down payment is therefore associated with the
customer. At the same time, you record a note on the tablet. For example: “amount still open
in CHF XXXX”.
This note can be viewed on the tablet as well as in the CRM area of the web application. In
the web application, notes can also be exported as a list in each case. You therefore receive a
summary of the down payments which have been activated via the checkout.
The product actually sold can be recorded with a set price. For collection, the down payment
item as well as the product can also be recorded as a negative amount and the amount already
paid can be offset in this way. Only the outstanding amount appears on the sales receipt.
Handling down payments with the KLARA checkout
