---
title: "Deposits | GTX Training"
slug: "deposits-bt"
description: "Learn the basics about Deposits in Marlin GTX trusted automotive software by Megabus."
updated: 2026-02-03T05:22:59Z
published: 2026-02-03T05:22:59Z
canonical: "help.megabus.com.au/deposits-bt"
---

> ## 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 BT

**{{variable.GTX Bold}}** enables deposits to be taken when a customer pays part or all of an order before it is invoiced.

Deposits are linked to **work orders** and reduce the amount owing when the invoice is finalised.

Deposits can be taken once or across [multiple payments](/gtx/docs/deposits-ob#additional-deposits), or [refunded or forfeited](/gtx/docs/deposits-ob#refunding-or-forfeiting-deposits) if required.


## Taking Deposits

Deposits can be added by opening the relevant **work order**.

<ss title="Marlin GTX New Deposit Field" alt="Marlin GTX New Deposit Field">![568CCA95-1747-4311-B978-5343B9F8472B.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/568CCA95-1747-4311-B978-5343B9F8472B.png)</ss>

**To take a deposit:**
* Add **at least one product**
* Enter the deposit amount in the **New Deposit** field at the top
* **Save** the work order
* Process the **payment**
* Provide a **receipt** to the customer

The deposit amount is **automatically applied** to the total when the invoice is finalised.

### Additional Deposits

**Additional deposits** can be taken at any time.

<ss title="Marlin GTX Deposits Received" alt="Marlin GTX Deposits Received">![B06BBB0A-4E03-42D3-A626-3E2B02B4FA8C.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/B06BBB0A-4E03-42D3-A626-3E2B02B4FA8C.png)</ss>

**To take additional deposits:**
* Open the relevant **work order**
* Enter the new deposit amount in the **New Deposit** field
* **Save** and process the payment

The total deposit amount taken is shown in the **Deposits Received** field below.

:::(Info) (Note)
Multiple deposits can be used to **fully pay off** an order before invoicing.
:::

### Checking Deposits

**In the Business Planner Task List**
* **Red %**: Deposit has been taken
* **Green $**: Paid in full

<ss title="Marlin GTX Paid Column" alt="Marlin GTX Paid Column">![63EF32C8-2ABE-4704-AC43-C067D406B2C5.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/63EF32C8-2ABE-4704-AC43-C067D406B2C5.png)</ss>

Individual deposit details can be viewed on the **Deposits** tab of their [Customer Maintenance](/gtx/docs/account-customers){target=`_blank`} file.

<ss title="Marlin GTX Deposits Tab" alt="Marlin GTX Deposits Tab">![0F24E108-E8C8-4EFA-8C79-723BCE82E330.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/0F24E108-E8C8-4EFA-8C79-723BCE82E330.png)</ss>

## Refunding or Forfeiting Deposits
#### Main > Data Entry > Receipts

Deposits can be refunded or forfeited using the **Receipts** module, which can be accessed by selecting **Main > Data Entry > receipts** from the menu bar.

<ss title="Marlin GTX Receipts Menu" alt="Marlin GTX Receipts Menu">![E4E005C9-095D-4A04-9F7C-1EE5A73147F8.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/E4E005C9-095D-4A04-9F7C-1EE5A73147F8.png)</ss>

Click on the **New Deposit Refund** button on the left.

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

In the **Enter Deposit Refund** window that opens:
* Select the **Customer**
* **Enter** either the:
    * Total **Amount Refunded**
    * Total **Amount Forfeited**
* If **multiple deposits** have been taken:
    * **Allocate** amounts against the relevant deposit using the Line Details list below
* Finalise the transaction

<ss title="Marlin GTX Refunding Deposits Screen" alt="Marlin GTX Refunding Deposits Screen">![BEC91B4D-DAFF-42A6-A60B-89AFDC59A72C.png](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Documentation/BEC91B4D-DAFF-42A6-A60B-89AFDC59A72C.png)</ss>

:::(Info) (Note)
The total allocated in the Line Details list must match the totals entered in **Amount Refunded** and **Amount Forfeited**.
:::

::: (Warning) (For Further Details)
See the [Deposits](/gtx/docs/deposits){target=`_blank`} help guide.
:::