Frequently Asked Question

Using Security Deposits

Last Updated 4 years ago

You can use Security Deposits to cover unpaid bills.

Under BILLING, click POST PAYMENTS AND CHARGES.
Click CREATE NEW PURCHASE (Alternatively, click the EDIT icon next to an unpaid order.)
Under ADD CHARGES, add the charges needed.
Click ADD A PAYMENT, and enter the Received Date, Amount, and any notes. In the dropdown for "using", select "Security Deposit".

Note: You will see all transactions involving Security Deposits at the top of the Post Payments and Charges screen in the Security Deposit Record. Using Security Deposit to pay an outstanding debt will reduce the remaining balance on the Security Deposit Record and add the payment to your income.

Frequently Asked Question

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