Collect and settle security deposits
Set a default deposit per facility, collect it at move-in or record one you already hold, see it on the tenant's page and settle it at move-out.
4 stepsUpdated
Steps
Step 1: Set the default: Facilities > the facility's menu > Edit > Default security deposit ($). It prefills the deposit when you record one.
Step 2: At move-in, the Move-In Wizard's Financial Setup step has a Security Deposit field. For a tenant created by hand, tick Security deposit received and enter the amount and method.
Step 3: The tenant's page shows it under Financial Summary > Security Deposit while it is held.
Step 4: At move-out the deposit is counted in Calculate Charges. To return or apply it another time, click Settle deposit on the tenant's page.
Good to know
- A deposit is money you hold, not rent; it never counts as a payment toward the balance until you settle it.
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Did this answer it?
If a step does not match what you see, email support@storagefacilitycreator.com with the facility name and what you clicked, or use Report a Bug at the bottom of the app sidebar. Inside the app, AI Assistant answers the same questions in your own words.