Creating a deposit for reservations

You can create a special charge to act as a damage or security deposit for your reservations. Take payment for the deposit before the reservation begins. Once the reservation is over, you can choose to refund the whole deposit back to your customer if there was no damage to the resource or other unforeseen charges. Otherwise, you can deduct a claim charge from the deposit and refund only what remains afterwards.

 

    1. Create a standard charge for your deposit:

      1. Go to Administration > Facility Settings > Charges.

      2. Click Add New.

      3. Create your new deposit charge the same way you create a regular charge. Note the following settings for deposits:

        1. In the Charge Context section, ensure that Reservation is selected.

        2. In the Fee Information section, select Deposit?

    2. Add your deposit to the Facility Charge Matrix:

      1. Go to Administration > Facility Settings > Facility Charge Matrix.

      2. Add your deposit charge to the Facility Charge Matrix the same way you would with a regular charge. Note the following settings for deposits:

        1. In the Fee Information section, ensure that Charge is a deposit? is selected.

        2. To make sure that your deposit is only charged once, even if your permit has multiple facilities being reserved, select Charge once per permit?

        3. To specify that your deposit cannot be scheduled in a payment plan and must be paid up-front, select Exclude from Payment Plans?

 

Note: Your deposit charge will appear along with your other reservation charges during the reservation process. If necessary, and if you have the permissions to do so, you can remove or modify the deposit at that time.

Related topics

Overview of permits

Charging a customer for damages against a permit deposit

Refunding a permit charge or deposit

Deposits report

 

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