Tyates: /* Security Deposits */

2014-12-10T03:35:59Z

‎Security Deposits

Kberkidge: Created page with '==Security Deposits== You can elect to take a security deposit (or payment) from some customers, for example, if they are a credit risk etc. The Securities function allows you t…'

2012-07-11T01:12:19Z

Created page with '==Security Deposits== You can elect to take a security deposit (or payment) from some customers, for example, if they are a credit risk etc. The Securities function allows you t…'

New page

==Security Deposits==

You can elect to take a security deposit (or payment) from some customers, for example, if they are a credit risk etc. The Securities function allows you to record a Security Deposit Payment, as well as Refund the deposit. Security payments are displayed on the customer’s invoice for informational purposes only, and do not adjust the account balance.

===To Receive a Security Payment===

# Select '''Finance''' > '''Securities '''>''' Payment '''from the '''Menu.''' The ''Payment Customer Search list'' page will appear showing all customers in the system.
# Locate the customer to record the security payment from in the list.
# Click the '''Security Payment '''link in the ''Action'' column of the required customer. The ''Security Deposit Payment'' page will appear, showing the account balance, unallocated funds and the current security deposit amount held.
# Enter the security payment amount in the ''Security Deposit Payment Amount ($)'' field.
# Enter the date the security payment was received in the ''Payment Date'' field. It is set to the current date by default. A calendar tool will appear to allow you to select the required date.
# Click the '''Submit''' button. The ''Payment Customer Search list'' page will appear, showing the customer list updated with the payment received.
# Click the '''Cancel''' button to cancel the security deposit payment.

===To Refund a Security Payment===

# Select '''Finance''' > '''Securities '''>''' Refund '''from the '''Menu.''' The ''Refund Customer Search list'' page will appear showing all security deposits held in the system.
# Locate the customer with the security payment to refund in the list.
# Click the '''Security Refund '''link in the ''Action'' column of the required customer. The ''Security Deposit Refund'' page will appear, showing the account balance, unallocated funds and the current security deposit amount held.
# Enter the amount to be refunded in the ''Security Deposit Refund Amount ($)'' field.
# Enter the date the security deposit was refunded in the ''Payment Date'' field. It is set to the current date by default. A calendar tool will appear to allow you to select the required date.
# Click the '''Submit''' button. The ''Refund Customer Search list'' page will appear, showing the customer list updated with the payment refunded.
# Click the '''Cancel''' button to cancel the security deposit refund.

===See also===
* [[Accounts_Receivable|Accounts Receivable]]
* [[Accounts_Payable|Accounts Payable]]
* [[Invoicing|Invoicing]]

@@ Line 1: / Line 1: @@
 ==Security Deposits==
-You can elect to take a security deposit (or payment) from some customers, for example, if they are a credit risk etc. The Securities function allows you to record a Security Deposit Payment, as well as Refund the deposit. Security payments are displayed on the customer’s invoice for informational purposes only, and do not adjust the account balance.
+You can elect to take a security deposit (or payment) from certain customers. For example, if the customer is identified to have a credit risk etc. The Securities function allows you to record a Security Deposit Payment, as well as Refund the deposit.
 Security payments are displayed on the customer’s invoice for informational purposes only, and do not adjust the account balance.
 # Select '''Finance''' &gt; '''Securities '''&gt;''' Payment '''from the '''Menu.''' The ''Payment Customer Search list'' page will appear showing all customers in the system.
 # Locate the customer to record the security payment from in the list.
@@ Line 14: / Line 14: @@
 # Click the '''Cancel''' button to cancel the security deposit payment.
 ==To Refund a Security Payment==
 # Select '''Finance''' &gt; '''Securities '''&gt;''' Refund '''from the '''Menu.''' The ''Refund Customer Search list'' page will appear showing all security deposits held in the system.
 # Locate the customer with the security payment to refund in the list.
@@ Line 25: / Line 23: @@
 # Click the '''Cancel''' button to cancel the security deposit refund.
 ==See also==
 * [[Accounts_Receivable|Accounts Receivable]]
 * [[Accounts_Payable|Accounts Payable]]
 * [[Invoicing|Invoicing]]

Securities - Revision history

Tyates: /* Security Deposits */

Kberkidge: Created page with '==Security Deposits== You can elect to take a security deposit (or payment) from some customers, for example, if they are a credit risk etc. The Securities function allows you t…'