How to create and assign a deposit to a financial option

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1.Go to Settings > Programs > Financial Options. 
2.Create a new financial option or select an existing one.
3.Once you have created the new financial option or selected an existing one, click on the “Basic” tab.
4.You can either assin an existing deposit by utlizing the drop down box to the right of the word “Deposit” or you can create a new deposit or edit existing ones by clicking the Manage button.
5.If you are creating a new deposit, click the manage button and then the gold “add” button.  Enter required information.

 

Note: Deposit applied for each-

Account The account will pay that amount no matter how many participants or registrations they put through.

Member Each participant must pay the deposit. 

Registration Pay the deposit for each session.

Item Pay the deposit for each financial option.

 

6.Click Save
7.Close the window and you are now able to assign the deposit to the financial option.
8.Select the deposit amount from the drop down next to Deposit
9.Click Save when you are finished.

 

Note: Any financial option that does not have a deposit applied to it will be forced to pay in full and will be added to the deposit amount