Receive a deposit

TABLE OF CONTENTS

• Introduction
• Receive a Deposit

Introduction

Engage can be used to record deposits received and held against pupils. The process below describes how to record receipt of a deposit. As an alternative, it is also possible to add deposit charges to an invoice.

Receive a Deposit

1. Go to Fees > Collections > Receive or Refund Deposits.
2. Highlight the pupil in the main grid.
3. Select the Receive button.
4. If the pupil has more than one bill payer, select the correct one in the Contacts of pupil dropdown.
5. Enter the receipt date, amount, Ledger Text, and Transaction Description.
6. If required, select Issue Deposit Receipt.
7. If you use multiple deposits, complete the allocation section of the Contacts deposit grid.
8. Select Save.
9. Select the transactions to be posted and the correct bank account for the posting then select Post Deposits.

Note: For more information on working with Deposits, please see the Engage Fees Collections guide (Receive or Refund Deposits section).