---
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

****Marlin GTX**** 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**.

**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.

**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.

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

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

## 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.

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?sv=2026-02-06&spr=https&st=2026-10-26T22%3A04%3A43Z&se=2026-10-26T23%3A04%3A43Z&sr=c&sp=r&sig=XkWRuTXOOdM5G7dioe0Z3u6ataKagiB4l%2FC6%2F8n%2BHMI%3D)

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

Note

The total allocated in the Line Details list must match the totals entered in **Amount Refunded** and **Amount Forfeited**.

For Further Details

See the [Deposits](/gtx/docs/deposits) help guide.