Using Security Deposits

You can use Security Deposits to pay for open balances on invoices. 

Steps to Use a Security Deposit

1. Go to BILLING > CHARGES/PAYMENTS. 
2. Click CREATE NEW INVOICE (Alternatively, click the EDIT icon next to an existing order.)
3. Under ADD CHARGES, add any charges needed.
4. Click ADD A PAYMENT, and enter the Received Date, Amount, and any notes. In the dropdown for "using", select "Security Deposit". 
5. Click RECORD PAYMENT

Note: You will see all transactions involving Security Deposits at the top of the Post Payments and Charges screen in the Security Deposit Record. Using Security Deposit to pay an outstanding debt will reduce the remaining balance on the Security Deposit Record and add the payment to your income.