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How to Add Deposits Held and Record Deposit Refunds for a User

Bianca Utihata avatar
Written by Bianca Utihata
Updated over a week ago

Adding a Deposit

  1. Go to Users & Groups > Users from the left-side menu.

  2. Click Modify Filter to search for the relevant user.

  3. Click on the user’s username to view their profile.

  4. Go to the Deposit tab.

  5. Click + Add Deposit.

  6. Fill in the required fields:

  • Amount

  • Date payment taken

  • Currency the deposit was paid in

  • Payment Type

  • Comment (for audit purposes)

⚠️ Please Note:

The Refunded On field should only be filled in if the deposit was refunded.

7. Click Save Changes.

How Deposits Appear

Once a deposit has been added, the user will have a green tick icon next to the word 'Yes' displayed on the Deposit Held column:

Recording a Deposit Refund

To update the system once a deposit has been refunded:

  1. Return to the Deposit tab for the user.

  2. Click in the Refunded On input box.

  3. Select the date the refund was made.

  4. Click Save Changes.

  5. The Deposit Held column info should change back to 'No' if there are no other deposits in the user's account.

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