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 invoicing a deposit 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 applying and unapplying a deposit 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 viewing deposits 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 deposits video walkthrough 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