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