Manage Deposits

Learn how to add, invoice, and delete deposits.

You might charge a deposit when a child first joins your institute. In this article, we will go through how to add a deposit and invoice it.

Add Deposit

To add a deposit that will be invoiced, follow these steps:

  • Navigate to the child's profile

  • Click on the Invoices tab

  • Click the New Deposit button

  • Add the deposit information

  • Click Save

Note: if the deposit has already been paid and doesn't need to be invoiced, select the Already paid check-mark.

Invoice a Deposit

To invoice a deposit that needs to be paid, simply generate a new invoice or wait for the system to generate it if you have your invoicing rule set.

Delete Deposit

If the deposit has not been paid or invoiced, you can delete it. To delete a deposit, follow these steps:

  1. Navigate to the child's profile

  2. Click on the Invoices tab

  3. Click Delete

Return Deposit

If the deposit has already been paid, you can return it. Returning a deposit will create a credit note and credit the child's account with the value of the deposit.

To return a deposit, simply click on Return and confirm that you want to complete the action.