Move a Deposit to the Rental or Sale Total
This article explains how to manage deposits in Expert and Elite, including collecting deposits as part of rental or sale totals, applying existing deposits to contract balances, and issuing refunds. It outlines the required system configuration (enabling the Collect Deposit as Rental/Sale setting in System Configurations) and item-level setup needed for the feature to function properly. The article also clarifies payment method requirements and system behavior when moving or refunding deposits to ensure accurate contract balances without duplicate charges.
Article Type: Configuration & security, Configurations, Contract features & processes, Contracts features & processes, Core configurations, Processes
Last Modified:Feb 23, 2026
Last Modified: