Deposits

If your agency requires customers to pay deposits for their accounts, you can add those deposit charges through the Manage Account page.

For example, you might require a deposit to set up a new service for an account. Deposit charge types are defined using Line Item Setup.

If an account has deposit funds available, you can apply those funds to unpaid charges on the account. You can also set up a task in the Batch Manager to apply deposits automatically on a set schedule.