---
title: "Deposits"
slug: "deposits-1"
description: "Learn about Deposits in Marlin GTX trusted automotive software by Megabus."
tags: ["Marlin GTX"]
updated: 2026-04-01T06:04:09Z
published: 2026-04-01T06:04:09Z
canonical: "help.megabus.com.au/deposits-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Deposits

****Marlin GTX**** enables deposits to be recorded when a customer makes a partial payment or a prepayment toward a purchase.

Deposits reduce the balance owed when the sale is finalised and can be [refunded](/gtx/docs/deposits#refunding-and-forfeiting-deposits) or [forfeited](/gtx/docs/deposits#refunding-and-forfeiting-deposits) if the sale is cancelled.

## Taking Deposits

#### ... > Work Order

A deposit is linked to the **work order** for a pending sale and can be taken once or in multiple instalments.

**To take a deposit:**

- Enter the deposit amount in the **New Deposit** field (above the Line Details list)
- **Save** the order (F10)
  - Enter your salesperson ID and password if prompted
- **Process the deposit payment** using the applicable payment type
- Print or deliver a **deposit receipt** for the customer (as usual)

Deposits automatically **reduce the balance owed** when finalising the invoice, which can be processed as usual.

[Additional deposits](/gtx/docs/deposits#additional-deposits) for the order can be taken at any time, and even used to completely pay off the balance.

If an order is cancelled, the deposit must be [refunded](/gtx/docs/deposits#refunding-deposits) or forfeited before the the related work order can be cancelled.

          Note

          

You cannot take a deposit for an order **without any line details** added to it.

          Tip

          

Deposits can also be taken by mobile using [Text2Pay](https://help.megabus.com.au/gtx/docs/text2pay#work-order-deposits).

### Additional Deposits

#### ... > Work Order

The deposits taken against an order are shown in the **Deposits Received** field above the details list.

**To take an additional deposit:**

- Enter the additional deposit amount in the **New Deposit** field
- **Save** and **process** the payment as usual

### Refunding and Forfeiting Deposits

#### Main > Data Entry > Receipts

Deposits can be refunded and forfeited from the **Receipts** module (**Main > Data Entry > Receipts**).

![E4E005C9-095D-4A04-9F7C-1EE5A73147F8.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/E4E005C9-095D-4A04-9F7C-1EE5A73147F8.png)

**Refunded amounts** are returned to the customer, while **forfeited amounts** are kept by the business.

![8C17798F-552E-4A69-A9F1-31B27048825C.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/8C17798F-552E-4A69-A9F1-31B27048825C.png)

**To refund a deposit:**

- Click **New Deposit Refund** on the right
- Select the **Customer**
- Enter the total **Amount Refunded**
- Enter the total **Amount Forfeited**
- If the customer has **multiple deposits** open:
  - They will appear in the **Line Details** list below
  - Use the **Refund Amount** and **Forfeit Amount** fields to allocate the amounts as appropriate  

**Note:** The total allocations must match the total Amount Refunded and Amount Forfeited entered at the top
- Once the **allocations are balanced**:
  - **Finalise** the refund, as usual

## Checking Deposits

You can check deposit information in the customer's maintenance file, in work order inquiries or by generating an outstanding deposits report.

### Paid Status

A **red %** symbol in the **Paid** column indicates a deposit has been taken.

**This appears in:**

- **Business Planner** task list
- **Work Order Enquiry**
  - Amount shown in the **Deposits Available** column on the right

A **green $** symbol will appear once the order has been paid in full, or if enough deposits have been taken to cover the entire cost.

          Note

          

The **Paid** column applies only to open work orders for cash customers. To enable it, please [contact the Megabus Support Team](https://www.megabus.com.au/support).

### Viewing Customer Deposits

#### Main > Customers > Manage Customers

The total of **Deposits Held** from a customer is shown at the top right of their Customer Maintenance **Details** tab.

A record of a customer's deposits can be viewed by clicking on the **Deposits** tab at the top.

### Outstanding Deposits Reports

An overview of all deposits currently held can be viewed by selecting **Main > Customers > Outstanding Customer Deposits** from the menu bar.

Click **Generate** to view the report.