User Guide
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Home
Accounts

Deposits

The Deposits tab under Home / Accounts gives you a full, institution-wide view of all Student deposits. Each deposit entry shows key details like the invoice ID, account, Student name, date, amount, balance, amount applied, and what’s still available.

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You can use the toolbar to search, filter, or export data, and click on a Student’s name to jump directly to their profile.

Click the expansion (+) icon beside any deposit to view additional details. This reveals two sections: one for charges the deposit has been applied to, and one for outstanding invoices it can still be used for.

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Clicking on the Invoice ID opens a detailed invoice view, showing how the deposit was applied, when it was used, and the remaining invoice balance.

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