Know the Knowledgbase: How do I increase a customer’s security deposit?

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If you are increasing the amount of security deposit on a customer’s account, add a one-time charge for the security deposit and receive the payment normally. Instructions for how to do this follow here:

Add a one-time charge for additional security deposit:

  1. Go to Rental Info > Customers.
  2. Select the customer from the list.
  3. Select the Transaction tab.
  4. Click Add .
  5. Select the security deposit charge (such as DP) from the Charge Type drop-down list.
  6. Select the Date the security deposit is due from the customer and the Amount of the additional security deposit.
  7. Click Save.

When the customer pays the charge, the General tab and reports will reflect that you are holding additional security deposit for the customer.


Go to File > Administration > Manage Users:

  • Properties group: Enable (check) the appropriate Properties
  • Customers / Prospects group: View Customers
  • Receivables group: Add Customer transactions

This article can also be viewed within the Knowledgebase.