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Behind the Scenes: Building Balance Tracking and Deposit Reports

Once deposits are flowing, the real challenge shows up a few weeks later: knowing exactly who still owes what, across every order, without digging through each one by hand.

That’s what the Deposit Reports dashboard is for — total deposits collected, the amount still outstanding, and a collection rate across the whole store at a glance. Every order that isn’t fully paid gets its own “Partially Paid” status, so it never gets confused with a completed sale.

It was built to answer one question fast: which orders need a follow-up today?

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