The Advanced Deposit Feature in MoeGo allows businesses to collect deposits with precision and flexibility—either manually or through automated rules.
With support for item-level attribution, deposits are clearly tied to services on the invoice, enhancing financial transparency and reducing the risk of no-shows.
Key Benefits
Business-Level Control: Set deposit rules globally, with support for location-specific settings.
Automated Enforcement: Deposit rules apply to both staff-created and online bookings.
Smart Rule Prioritization: If multiple rules apply, the system enforces the one requiring the highest deposit.
No-Show Protection: Retain deposits for no-shows to protect revenue.
Transparent Reporting: View deposit collections, refunds, and forfeitures via audit logs linked to invoices.
Manual Deposit Collection
Use when: You want to customize deposits per client or service.
How to take manual deposits: Go to appointment details > Take payment > Collect deposit.
Choose between:
Fixed amount
Percentage of service total
💡Staff can assign deposit amounts to individual service items. Attribution is preserved across invoice edits, cancellations, and refunds.
Automated Deposit Rules
Use when: You want to enforce consistent deposit requirements based on service, date, or client type.
Set up deposit rules: Navigate to the Web > Settings > Payments > Deposit to set up deposit rules. （ ⚠️ The configuration is only available on the web version)
Creating new deposit rules
Click < + Add Deposit Rule > to configure a new rule.
Rule Name: Visible on the invoice.
Client Group: All clients, new visitors, or existing clients (with filters).
Service Range: All services or selected ones.
Date Range: Define when the rule is active (based on appointment start date)
Deposit Method:
By Amount – Fixed deposit per service.
By Percentage – % of the service total.
💡 Note: Rules automatically expire after the defined date range.
Deposit Collection in Action
Quick Charge for New Appointments
When creating an appointment that matches deposit rules, the "Charge Deposit" window appears automatically.
Workflow: New Appointment > Save > Charge Deposit.
Use Case: Ensures front desk collects required deposits at the time of booking.
Charge From Existing Appointments
If an appointment has an unpaid deposit, a blue banner appears.
Workflow: Appointment Details > Charge Deposit.
Use Case: Ideal for daily deposit collection reviews or sending invoices later.
Managing Deposits After Booking
Auto-Confirm Upon Payment
When a deposit is paid: Appointment status updates to Confirmed automatically.
Workflow: Deposit Paid → Appointment Status Updates to "Confirmed".
Use Case: Reduces manual work and secures the booking instantly for online clients.
Checkout: Apply Deposit Automatically
Deposit is automatically deducted from the invoice.
Remaining balance is clearly shown.
Handling Cancellations and No-Shows
Forfeit Deposit as No-Show Fee, ensuring accurate reporting and revenue protection.
Workflow: Appointment Details > Cancel > Mark as No-Show > Forfeit Deposit.
Use Case: A client cancels last-minute; the business retains the deposit per policy.
💡Note: If an appointment is canceled without being marked as a no-show, the deposit is automatically refunded.
Refunds as Store Credit
You can offer store credit instead of a cash refund.
Workflow: Appointment Details > View Receipts > Refund items > Refund deposit > Refund to Credits.
Use Case: A client prefers credit for future visits instead of a cash refund.
💡Note: The deposit can only be refunded as credits for cash payment.
💡Note: Once refunded, it will be saved as records only for the report.
Currently, store credit must be manually applied via Web > Client Profile > Payments. (Auto-application is in development.)
For more details, please refer to: MoeGo Store Credit (Beta) - Client Balances for Loyalty & Revenue
Limitation
If you’ve set up an auto-deposit rule but want to send a price quote first, you’ll need to exit the auto-deposit pop-up and return to the appointment details page to share the quote.
FAQ
Q: Are deposits tracked in reports?
A: Yes. Deposit collections, refunds, and forfeitures are logged in Deposit Audit Reports, linked to their source invoices.