> ## Documentation Index
> Fetch the complete documentation index at: https://www.twicecommerce.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# How to reserve a deposit

> Check at pickup whether an order's deposit is held, and reserve it from the customer's stored card when it is not.

> [card] [Open in TWICE Admin](https://admin.twicecommerce.com/orders)
>
> orders

Check the deposit when the customer comes to collect an order, and reserve it yourself if TWICE has not managed to. Read [Security deposits](https://www.twicecommerce.com/docs/concepts/orders/deposits.md) for when TWICE tries on its own and what each status means.

## Prerequisites

> [!WARNING]
>
> **Required permissions:** **Take payments** (`orders:order_payments:create`) to reserve a deposit. Every built-in role holds it, Member included. Without it, **Reserve deposit** is not in the **Payment** menu. See [Users & Roles](https://www.twicecommerce.com/docs/settings/users-roles.md).

> [!NOTE]
>
> **Have ready before you start:**
>
> * **A card stored on the order**, from the customer's online checkout, to hold the deposit on. Without one, you can only record a deposit you take another way, such as cash.

## The walkthrough

**1. Open the order**

Open the order from **Orders**. Check the location selector in the top-left corner first if you have more than one location, because the table lists only that location's orders. The order opens on its **Summary** tab.

![The Orders table with one order's row highlighted](https://mintcdn.com/twicecommerce/aIHwB5o92lGv7JVW/images/guide-reserve-a-deposit-01.webp?fit=max\&auto=format\&n=aIHwB5o92lGv7JVW\&q=85\&s=15361427ca4c3a07aa2daf36c42c0ea5)

**2. Check the deposit on the item**

Check the line item on the **Summary** tab. A line that carries a deposit shows **Deposit:** and the amount under its price, for example + Deposit: 50.00 €.

![An order line with its deposit caption highlighted under the price](https://mintcdn.com/twicecommerce/aIHwB5o92lGv7JVW/images/guide-reserve-a-deposit-02.webp?fit=max\&auto=format\&n=aIHwB5o92lGv7JVW\&q=85\&s=51fa30fd42394c85f8deba4b258ecc55)

**3. Show the sidebar if it is hidden**

Check that the sidebar shows on the right of the order, with the **Payments** and **Deposit** cards. Click the sidebar button at the right end of the row of tabs, under **Payment**, to show it if it is hidden. Use the same button or the `]` key to hide it again.

![The order with its sidebar closed, the sidebar button and the Payment button highlighted](https://mintcdn.com/twicecommerce/aIHwB5o92lGv7JVW/images/guide-reserve-a-deposit-03.webp?fit=max\&auto=format\&n=aIHwB5o92lGv7JVW\&q=85\&s=816e672cbabde6639f0e68dd5f53eeb8)

**4. Check the deposit status**

Read the chip on the **Deposit** card, in the sidebar under **Payments**. **Reserved** means the deposit is held, and nothing more is needed. **Not reserved** means no reservation has succeeded yet, so reserve it in the next steps. The card also shows the deposit **Total**.

![The Deposit card in the sidebar with its Not reserved status highlighted](https://mintcdn.com/twicecommerce/aIHwB5o92lGv7JVW/images/guide-reserve-a-deposit-04.webp?fit=max\&auto=format\&n=aIHwB5o92lGv7JVW\&q=85\&s=99fc6828bd2383d17f0e43354757e201)

**5. Open Reserve deposit**

Click **Payment** in the top-right corner of the order and choose **Reserve deposit**. The **Reserve deposit** window opens.

![The Payment menu open with Reserve deposit highlighted](https://mintcdn.com/twicecommerce/aIHwB5o92lGv7JVW/images/guide-reserve-a-deposit-05.webp?fit=max\&auto=format\&n=aIHwB5o92lGv7JVW\&q=85\&s=968fcdb068544dcca570ce985c3ec1ce)

**6. Reserve the deposit**

With a card stored, the window says the deposit will be reserved from the customer's stored card. Click **Reserve now**.

With no card stored, the window says the deposit must be reserved outside the system. Take the deposit your own way, such as cash, then click **Mark as reserved** to record it.

![The Reserve deposit window with its text and the Reserve now button highlighted](https://mintcdn.com/twicecommerce/aIHwB5o92lGv7JVW/images/guide-reserve-a-deposit-06.webp?fit=max\&auto=format\&n=aIHwB5o92lGv7JVW\&q=85\&s=83d75aeb6baf0649fc9a015a16309019)

**7. Read the result**

Read the notice that appears. **Deposit reserved successfully** confirms a hold on the card, and the chip on the **Deposit** card changes to **Reserved**. **Deposit marked as reserved** confirms a recorded deposit.

If the customer's card is refused, a red notice gives the reason and the chip stays at **Not reserved**.

![The Deposit card after the reservation, its status Reserved and the reserved amount highlighted](https://mintcdn.com/twicecommerce/aIHwB5o92lGv7JVW/images/guide-reserve-a-deposit-07.webp?fit=max\&auto=format\&n=aIHwB5o92lGv7JVW\&q=85\&s=06b8937224b2a02bb68ad0a0d0102035)

## How do I know it worked?

* **The Deposit card reads Reserved**, with the held amount on a **Reserved** row under **Total**.
* **The Deposit table on the Payments tab** lists a **Deposit Auth** row for the amount.
* **The customer gets an email** saying the deposit is reserved, when it was held on their card and the order has their email address.

## Troubleshooting / common pitfalls

> [accordion] There is no Deposit card in the sidebar
>
> Check the line items first: the card shows only on an order that carries a deposit. If a line shows a deposit and the card is still missing, your role hides it. See [UI visibility](https://www.twicecommerce.com/docs/concepts/admin/visible-areas.md).

> [accordion] Reserve deposit is missing or greyed out
>
> Check the status on the **Deposit** card: greyed out means the whole deposit is already reserved. Missing means the order carries no deposit, or your role does not hold **Take payments**. See [Security deposits](https://www.twicecommerce.com/docs/concepts/orders/deposits.md).

> [accordion] The customer's card is refused again
>
> The notice gives the reason the card issuer returned. Ask the customer for another card: send them a checkout link that saves a new card, then reserve again. See [Security deposits](https://www.twicecommerce.com/docs/concepts/orders/deposits.md).

## Related articles

> [card] [Security deposits](https://www.twicecommerce.com/docs/concepts/orders/deposits.md)
>
> When TWICE reserves a deposit, what each status means, and capturing or releasing it.

> [card] [Take payment and deposits](https://www.twicecommerce.com/docs/guides/orders/take-payment.md)
>
> Collecting money on an order, and the deposit when the goods come back.

> [card] [Order Payments tab](https://www.twicecommerce.com/docs/orders/order-tabs/payment.md)
>
> The Deposit table and the actions on its rows.


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