Create a Facility Deposit

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This article will show you how to create a Deposit in Recreation Management. You can use these for things like deposits for rentals and facilities.

Important Note

If you haven’t already you may need to create an Addon for Facility Rental Deposit. To create an Addon see our Create a Fee Add-on article. When creating your Addon on it will need to be a Custom Addon and Refundable selected within the configuration.

Instructions

  1. Log in to Recreation Management

  2. Navigate the the Facilities tab, then select Facilities List
    Navigation menu with facilities tab and Facility list

  3. Find the Location with the appropriate Facility and expand by clicking on the line item
    Facility Location in Facility List

  4. Click the edit icon on the facility where you want to add the deposit
    Facility Rental Edit Icon pencil

  5. Go to the Addons/Discounts tab
    Addon/Discounts tab in the Facility Rental

  6. Click the Add Add-on button
    Add Add-on button in the Facility Rental Addons/Discounts Tab

  7. Use the Select an Add-on drop down menu to select your deposit
    Addon - deposit type drop down menu

  8. Fill the amount of the deposit. Use either a dollar amount or a percentage of the rental Fee
    Deposit Cost line Item

  9. Choose the GL code
    GL code for Deposit Addon

  10. Use the In-House drop down menu to select when the deposit is due rent the facility in person
    In-House drop down menu for deposit addon

    1. Can Optionally Be Paid After Initial Checkout: This option allows people to pay the deposit at a separate time from when they check out.

    2. Payment at Checkout Not Allowed - Must Pay Later: This option forces people to pay the deposit at a separate time from when they check out.

    3. Required to Be Paid At Initial Checkout: This option required the deposit to be made in order to checkout.

  11. Use the Online drop down menu to select when the deposit is due if they rent the facility online.
    Online drop down menu for deposit addon

    1. Can Optionally Be Paid After Initial Checkout: This option allows people to pay the deposit at a separate time from when they check out.

    2. Payment at Checkout Not Allowed - Must Pay Later: This option forces people to pay the deposit at a separate time from when they check out.

    3. Required to Be Paid At Initial Checkout: This option required the deposit to be made in order to checkout.

  12. Click the Save Facility Button