Booking - Overview Page (Security Deposit total)

Status: Requested 1 Vote
cp9293
May 10, 2012 8:39 AM
Joined Apr, 2012 307 posts

Can we add a line to include Security Deposit Received and Security Deposit Refunded, under the Booking - OVERVIEW page?


Total Charged: $ 515.00
Total Paid: $ 515.00
Total Refunded: $ 0.00

Total Security Deposit Receive: $ 250.00
Total Security Deposit Refunded: $ 0.00

Claudia

Michelle J
May 10, 2012 8:46 AM
OR Team Member Joined Jan, 2011 403 posts

Thanks for the suggestion. I'll forward it along. Not sure how well that would fit graphically, but I can understand why you'd want it.

If it helps, notice that you can see a stream of all the billing activity on the same page at the bottom. Scroll down and look under the calendar strip. That will show if/when the security deposit has been reserved and/or released.

-Michelle

cp9293
May 10, 2012 8:51 AM
Joined Apr, 2012 307 posts

I see the stream. Ok. Since it has not arrived for the refund yet, will it state how much was released - in the event something had to be held?

I assume it will state that the Security Deposit was via Check and then Released?

Claudia

Michelle J
May 10, 2012 8:57 AM
OR Team Member Joined Jan, 2011 403 posts

Yes and no.

The activity stream will definitely show both the reserve and release (and any amount held).

However, our security deposit area does not yet support check security deposits. I believe we discussed this once before; maybe not. We only do security deposits by credit card.

You can get around that by recording it as a regular payment by check and then doing a refund if you want. But the security deposit specific tab only works with credit cards. Click on it and you'll see what I mean.

-Michelle

cp9293
May 10, 2012 9:15 AM
Joined Apr, 2012 307 posts

Is it in the works to allow this? I know that when I go in the security deposit page, it only allows the options to enter the credit card information. Will there be an option to enter the check amount, instead? I know it isn't there now, but for the future.

Claudia

Michelle J
May 10, 2012 9:16 AM
OR Team Member Joined Jan, 2011 403 posts

Yes, that and other changes. The security deposit area needs a bit of love.

-Michelle