Taking a Manual Deposit

This document applies to: Coworking & Workplace

Sometimes a deposit is not automatically billed. This can happen when a space operator changes an existing member's membership on the backend. You can now collect a manual deposit for a membership.

Collecting a Deposit Manually

Navigate to the member's Billing tab.

  • Hover over Billing Actions and select Take Deposit.
  • Enter the deposit amount and select Take Deposit.

Please note: 

  • This will bill the member's default payment source immediately.
  • The deposit cannot be collected unless the member has a payment source on file.
  • Deposits must be returned offline and cannot be refunded through Proximity.

Collecting a Manual Deposit with an Offline Payment Source

****This is a workaround for the moment.****

Navigate to the member's Membership tab.

  • Check the box next to Enable Offline Payments
  • Save Changes.
  • Navigate to the member's Billing tab.
  • Hover over Billing Actions and select Take Deposit.
  • Enter the deposit amount and select Take Deposit
  • Please note: You will receive an error saying the member needs a payment source, select Cancel and reload the page to see the newly created open/unpaid invoice.
  • To mark the invoice as paid offline, select Manage next to the invoice and then select "Take offline payment" in the top, left corner. 
  • Once the invoice is marked as paid offline, you will be able to view the deposit by navigating to the member's Billing tab > Billing Actions > View Deposits.

Please note: 

  • Deposits must be returned offline and cannot be refunded through Proximity.

Adding a Deposit to a Membership Type to be Billed Automatically

Follow this link for more on how to set up deposits to be taken automatically when a member signs up for a membership.

Returning/Deducting from a Deposit

Follow this link for more on marking a deposit as returned and deducting funds from a deposit.