Configure Deposit Settings

Deposits are linked to the Admissions module. Use the Deposits option to create and manage the different types of deposit which can be added to pupil invoices. For example, create an entry for 'Registration Fee', set the default value and when it should be returned.

Choose to:

• Add a Deposit. Set up deposit types.
• Edit a Deposit. Edit existing deposit types, use this to update the default amount or when a deposit is returned.
• Delete a Deposit. Delete a deposit type that has been added in error.

Add a Deposit

To add a deposit type, follow the steps below:

1. Select the Configuration tab in Fees Billing and open the Navigation tab displayed on the right of the screen.
2. Select Deposits from the Navigation tab to display the Deposits screen:
   
3. Click Add Deposit Type. A popup window is displayed:
   
4. Complete the fields:
   
   • Name. Enter a clear and concise name for the deposit type. This is listed in pupil accounts and appears on invoices upon return of the deposit, if applicable.
   • Default Amount. Enter the default value of the deposit type. This can be overwritten for individual pupils, if required.
   • Default Return Type. Use the drop down list to select when or how the deposit is to be returned. This can be overwritten for individual pupils, if required.
5. Click Save once you have completed all the details. The new deposit type is listed in the Deposits screen.

Edit a Deposit

Edit existing deposit types, use this to update the default amount or when a deposit is returned. Editing the value of a deposit type does not influence any existing records of this deposit type. For example, if you change the value of a deposit type, the original deposit value remains unchanged in the pupil accounts that have already used that deposit type.

To edit a deposit type, follow the steps below:

1. Select the Configuration tab in Fees Billing and open the Navigation tab displayed on the right of the screen.
2. Select Deposits from the Navigation tab to display the Deposits screen.
3. Locate the deposit type that you want to edit and click .
   A popup window is displayed:
   
4. Edit the fields:
   
   • Name. Enter a clear and concise name for the deposit type. This is listed in pupil accounts and appears on invoices upon return of the deposit, if applicable. All existing uses of this deposit type name are changed.
   • Default Amount. Enter the default value of the deposit type. This can be overwritten for individual pupils, if required. Any existing uses of this deposit type value remain unchanged.
   • Default Return Type. Use the drop down list to select when or how the deposit is to be returned. This can be overwritten for individual pupils, if required. Any existing uses of this deposit type remain unchanged.
5. Click Save once you have completed all the details. The deposit type is listed in the Deposits screen.

Delete a Deposit

Any deleted deposit types which have already been posted to pupil accounts are listed as 'unknown' in pupil accounts.

To delete a deposit type, follow the steps below:

1. Select the Configuration tab in Fees Billing and open the Navigation tab displayed on the right of the screen.
2. Select Deposits from the Navigation tab to display the Deposits screen.
3. Locate the deposit type that you want to delete and click .
   You are prompted Are you sure you want to delete this deposit type?
4. Select OK.
   The deposit type is removed.