• Navigate to Order Type Section on the SALIDO Bridge under the Settings Category.
• Toggle the "Can Be Scheduled" setting to true for all Order Types which you will accept deposits

Note: The Order Type must have Scheduling enabled in order to create a Deposit check with that Order Type.

• Navigate to Payment Method Section on the SALIDO Bridge under the Payments Category.
• Toggle the "Can Be Deposit" setting to true for all Payment Methods which can be used for Deposits
• Restrict Deposits to Roles of your choosing.

Note: For custom payments the Payment Method must be enabled in order to create a Deposit check with that Payment Method.

• Navigate to Roles Section on the SALIDO Bridge under the Employees Category.
• Under the role permissions section in the bridge select edit (three dots to the right) or the "Create new" button.
• In the POS permissions section, navigate to the Checks subsection and locate Schedule Checks

Definition: The user will be able to schedule checks

• Navigate to Roles Section on the SALIDO Bridge under the Employees Category.
• Under the role permissions section in the bridge select edit (three dots to the right) or the "Create new" button.
• In the POS permissions section, navigate to the Checks subsection and locate "Unschedule Checks."

Definition: The user is able to unschedule checks

• Navigate to Roles Section on the SALIDO Bridge under the Employees Category.
• Under the role permissions section in the bridge select edit (three dots to the right) or the "Create new" button.
• In the POS permissions section, navigate to the Checks subsection and locate "Create Deposits"

Definition: The user can tender payment on Scheduled check (i.e. Create Deposits)

• Navigate to Roles Section on the SALIDO Bridge under the Employees Category.
• Under the role permissions section in the bridge select edit (three dots to the right) or the "Create new" button.
• In the POS permissions section navigate, to the Checks subsection and locate "POS Create Credits and Charges"

Definition: The user can access and use the Deposit Detail workflows to charge, refund, and allocate tips

• Open SALIDO Check Screen
• Create a new check from the + Icon in the bottom right

Note: A Deposit cannot be scheduled from a table assignment, and must be created from the check screen.

• Once on the main Check Ordering Screen, select the Guest Label in the top left

Note: Best Practice is to label the check for the event name (e.g. Smith Wedding 5/23, Microsoft Holiday Party 12/20, etc.)

• Select Schedule Check

• Select a date & time
• Select Schedule

Optional

• Select Menu items to associate with deposit

Example: Event Wine, Event Appetizer, Event Entree, Event Food, Event Beer, etc.

Note: This step is optional, Deposit can be created with no menu items.

• Select Pay from the Check Action Drawer in the bottom left
• Select + Credit Card from the Pay menu at the bottom of screen
• Select "Auth" to run the Credit Card transaction

Note: When you add a credit card transaction to the check with a scheduled deposit, it will add the word deposit to the transaction. Shown in the adjacent photo.

• The deposit is now authorized and recorded. The check is scheduled and ready for the day of the event.

• Open SALIDO Check Screen
• Create a new check from the + Icon in the bottom right

Note: A Deposit cannot be scheduled from a table assignment, and must be created from the check screen.

• Once on the main Check Ordering Screen, select the Guest Label in the top left

• Select Schedule Check

• Select a date & time
• Select Schedule

Optional

• Select Menu items to associate with deposit

Example: Event Wine, Event Appetizer, Event Entree, Event Food, Event Beer, etc.

Note: This step is optional, Deposit can be created with no menu items.

• Select Pay from the Check Action Drawer in the bottom left
• Select +Other Payments menu and select custom payment (e.g. TripleSeat) and enter amount being collected

• The deposit is now authorized and recorded. The check is scheduled and ready for the day of the event.

• Open SALIDO Check Screen
• Create a new check from the + Icon in the bottom right

A Deposit cannot be scheduled from a table assignment, and must be created from the check screen.

• Once on the main Check Ordering Screen, select the Guest Label in the top left

• Select Schedule Check

• Select a date & time
• Select Schedule

Optional

• Select Menu items to associate with deposit

Example: Event Wine, Event Appetizer, Event Entree, Event Food, Event Beer, etc.

This step is optional, Deposit can be created with no menu items.

• Select Pay from the Check Action Drawer in the bottom left
• Select +Cash as payment method and enter amount being collected
• Select Add

Note: When you add a Cash transaction to the check with a scheduled deposit, it will add the word Deposit to the transaction. Shown in the adjacent photo.

• The deposit is now authorized and recorded. The check is scheduled and ready for the day of the event.

• Open SALIDO POS and click on the Checks tile.
• Filter the check status to scheduled
• Locate your check

• Select Check label
• Click the Pencil Icon next to deposit
• Update the Scheduled date for the desired date

• Open SALIDO POS and click on the Checks tile.
• Filter the check status to scheduled
• Locate your check

• Select Pay
• Select the X next to the Deposit Payment to refund
• Confirm Refund

• Open SALIDO POS and click on the Checks tile.
• Filter the check status to scheduled
• Locate your check

• Select Pay
• Select the X next to the Deposit Payment to refund
• Confirm Refund

Note: If a Deposit Check has a payment associated with it, it must be refunded before it can be unscheduled

• Select Check label
• Select Unschedule Deposit

Warning Once a check is unscheduled it cannot be rescheduled!

Current Business Day

Updating a Deposit within the same day that it was created will be the same workflow as a traditional payment within SALIDO

• Open SALIDO POS and click on the Checks tile.
• Filter the check status to scheduled
• Select check
• Select Pay
• Select the Pencil Icon on the Payment
• Update to the new amount

After Settlement

Updating a Deposit after the payment has settled will be handled differently than a traditional payment. (i.e. the following day, week, or months after the deposit was made)

• Open SALIDO POS and click on the Checks tile.
• Filter the check status to scheduled
• Select check
• Select Pay
• Select Options

• Select Charge
• Update to the new amount

• There are now multiple payments associated with this deposit.

Note: All Payments can be refunded.

• Open SALIDO POS and click on the Checks tile.
• Filter the check status to scheduled
• Select check
• Select Pay
• Select Options
• Select Allocate Tips
• Input amount of initial deposit to allocate tips

Example: I have created a deposit for $100. I now want to allocate $10 of that deposit to tips. The deposit will now be divided into $90 to the principal balance of the check and $10 to the employee tips.

• Open SALIDO POS and click on the Checks tile.
• Filter the check status to scheduled
• Select check
• Select Pay
• Select Options
• Select Print Deposit History

Note: Deposit History will print the history of all actions (e.g. Deposit creation, Refunds, Additional Charges, Tip Allocations)