Manual security deposits are a flexible risk management tool within TWICE, allowing you to handle deposit reservations directly and offline without automatically reserving funds from the customer's payment method. This approach provides you with control over how deposits are managed on-site.
When to Use Manual Security Deposits
Common Use Cases:
When Online Payment Methods Are Not Activated: Utilize manual security deposits if you haven't activated online payments but still need to secure deposits for potential damages or late returns.
Alongside Automatic Security Deposits: Implement manual deposits to ensure all customers provide a security deposit, regardless of their chosen payment method.
With Manual Payment Methods: If you're using manual payment methods, any associated security deposits will also be handled manually during checkout.
How Manual Security Deposits Work:
Notification in the Online Store: Customers are informed about the security deposit requirement when they add a product to their order.
Customer Checkout: Customers complete and confirm their orders using any of the manual payment methods you have enabled.
Managing Deposits in TWICE Admin:
View the deposit status in the right panel of the order view.
Manually adjust the deposit amount or type as needed by clicking the pen icon.
Order Completion and Deposit Return:
When an order involving a security deposit ends, a reminder will trigger for your staff to handle the return of the deposit.
Process the return or charge the deposit outside of TWICE using whatever system or tool you utilize for reserving deposits.