Frequently Asked Question

Adding Security Deposits
Last Updated 2 years ago

You can add and track Security Deposits in Deskworks.
In the left Menu Bar, click BILLING > Post Payments or Charges.
To ADD a Security Deposit:
  • Click CREATE NEW PURCHASE
  • Click ADD A SECURITY DEPOSIT
  • If the Security Deposit is being paid immediately, click ADD A PAYMENT. Add the Received Date, Amount, any Notes, and the method of payment. 
  • Click SUBMIT DEPOSIT
If you submit the security deposit by credit card or ACH, the funds will be deposited into your bank account directly. If you accept a check or cash, use your regular cash/check deposit procedures. The charge and payment will always be visible on the invoice on which they were charged.

Note: A Security Deposit can be added onto any order. You will see all transactions involving Security Deposits at the top of the Post Payments and Charges screen in the Security Deposit Record. You can also see and use "Security Deposit" to pay for any charges on an order through the ADD A PAYMENT dropdown on the POST PAYMENTS AND CHARGES screen. This will reduce the remaining balance on the Security Deposit Record and add the payment to your income.

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