Deposits

Institutions can now invoice, collect, and apply student deposits directly within a Student's Profile. The Student / Account / Deposits section is where you can view all deposit activity, apply or unapply deposits to charges, and track available deposit balances for each Student.

To invoice a deposit, go to Student / Account / Invoices and click New Invoice. An Invoice modal will appear. In the invoice, click the bank icon to add a deposit item.

Enter a description and amount, then click the save deposit icon (green checkmark). Click Save to complete the invoice. The deposit invoice will now appear on the Invoices list. Click the Post Invoice icon to post it.

Then, click the New Payment icon next to the invoice to apply payment.

Once a payment is applied, the deposit will appear in the Deposits section and in the Student Account Summary as the available deposit balance.

To apply a deposit to an outstanding charge, navigate to Student / Account / Deposits. Click the expansion (+) icon next to the deposit to view its details. You’ll see two sections: Applied To and Outstanding. Locate the outstanding invoice you want to apply the deposit to, then click the Apply Invoice Deposit icon next to that invoice.

The invoice will now move to the Applied To section, showing that the deposit has been successfully applied. You can also return to this section at any time to unapply the deposit if needed.

Once a deposit has been paid, you can view and track it in multiple places:

Deposits Section (Student / Account / Deposits): This is the main area to manage each Student’s deposits. Click the expansion (+) icon to view details, including applied and outstanding invoices. You can also click on any listed invoice to view the full invoice details.

Activity Tab (Student / Account / Activity): Any time a deposit is applied or unapplied, it will be logged here as Deposit Applied, including a reference to the related invoice or charge. You can click on the View Invoice icon to view the full invoice details.

Student Account Summary (Student / Account / Summary): The available deposit balance will display here, giving you a quick snapshot of how much is on file and available to apply.

Institution-Wide View (Home / Accounts / Deposits): For a full list of deposits across all Students, go to Home / Accounts / Deposits. This tab shows every deposit created, including amounts, balances, and related details.

This short video provides a step-by-step walkthrough of the Student Deposits feature, including how to invoice, collect, apply, and track deposits in ampEducator.