How do I add/refund a deposit?

To add a deposit:

Visit the Payments | Dashboard:

1. Click add under Deposits 

2. Fill out the fields (mandatory fields are denoted in orange)

Note: For damage/security deposits, please ensure the amount collected adheres to the tenancy law in your province/state.  

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To refund a deposit:

Visit the Payments | Dashboard:

1. Click refund under Deposits 

Balance to Income – use this field if you are withholding an amount due to damage or loss.  A statement of damage is typically required by tenancy law to legally withhold funds from a deposit.

2. Click Refund when done to capture the information.