The Refundable Deposits Report in Appliance.io gives you clear visibility into all quotes where a partial payment or deposit has been made. It’s designed to help you:
Track refundable deposits with ease
Keep your accounting accurate
Simplify financial management across your business
📍 Accessing the Report
From the sidebar, click Reports
Select Refundable Deposits Report
At the top of the page, you’ll see three filters to refine your data:
Date
Location
Sales Person
👉 Click Reset Filter anytime to clear your selections and return to the default view.
📤 Exporting the Report
Need a copy outside Appliance.io?
Click Export to download the report in PDF, Excel, or CSV format.
Exports only include data based on the filters you’ve applied.
📊 Total Refundable Deposits
Right below the filters, you’ll see a summary box showing the all-time total of refundable deposits.
This quick snapshot helps you monitor the bigger financial picture at a glance.
📑 Report Data
The Refundable Deposits Report organizes data into five columns:
Date → When the quote was created
Quote → Quote reference number
Sales Person → The team member who created the quote
Deposit → Amount received as a refundable deposit
Quote Total → Full value of the quote
This breakdown ensures you can see exactly how deposits tie into overall quotes.
🎉 You’re Ready!
The Refundable Deposits Report makes it simple to stay on top of deposits, manage quotes, and keep your accounting clean. With clear summaries and detailed breakdowns, it’s a powerful tool for financial accuracy and control.