Refund a deposit

TABLE OF CONTENTS

• Introduction

Introduction

Deposits can be refunded in two different ways:

• Enter a refund in Fees > Collections > Receive or Refund Deposits.

This screen can also be used to withhold deposits where parents are giving the deposit as a donation or where they have forfeited the deposit.

• Allocate a deposit type charge as a credit in Fees > Allocation > Allocate Pupil Charges against the final invoice.

You will need to set up a Deposit Type charge in the Fees > Setup >Charge and Discount structure screen if you want to credit the deposit on the final invoice.

For more information on refunding deposits see the Engage Fees Collections guide Receive or Refund Deposits section. For more information on creating Deposit type charges see the Engage Fees Setup guide Charge and Discount section.