History for "Returning or Deducting a Deposit"
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Updated by allison blevins, Oct 03, 2023 at 11:53am
Marking a Deposit as Returned
Navigate to the member's/user's Billing tab.
- Hover over Billing Actions and select View Deposits.
- Select Return/Deduct
- Enter the amount that was returned to the member.
- Select Save Adjustment.
- Select Done.
Please note:
- This does not return the funds to the member - it simply notes that the deposit has been returned to the member.
ProximityBrivo Workplace cannot refund deposits due to limitations within Stripe/banks. You will need to refund the member via an offline payment method. - You can deduct funds from a deposit at the same time.
Deducting from a Deposit
Navigate to the member's Billing tab.
- Hover over Billing Actions and select View Deposits.
- Select Return/Deduct
- Enter the amount that was deducted from the deposit.
- Select Save Adjustment.
- Select Done.
Please note: You can mark funds as returned from a deposit at the same time.
-
Updated by Megan Pastor, Aug 11, 2023 at 10:38am
Marking a Deposit as Returned
Navigate to the member's Billing tab.
- Hover over Billing Actions and select View Deposits.
- Select Return/Deduct
- Enter the amount that was returned to the member.
- Select Save Adjustment.
- Select Done.
Please note:Please note:- This does not return the funds to the member - it simply
notingnotes that the deposit has been returned to the member. Proximity cannot refund deposits due to limitations within Stripe/banks. You will need to refund the member via an offline payment method. - You can deduct funds from a deposit at the same time.
Deducting from a Deposit
Navigate to the member's Billing tab.
- Hover over Billing Actions and select View Deposits.
- Select Return/Deduct
- Enter the amount that was deducted from the deposit.
- Select Save Adjustment.
- Select Done.
Please note:Please note: You can mark funds as returned from a deposit at the same time. -
Updated by allison blevins, Jul 08, 2023 at 5:27pm
Marking a Deposit as Returned
Navigate to the member's Billing tab.
- Hover over Billing Actions and select View Deposits.
- Select Return/Deduct
- Enter the amount that was returned to the member.
- Select Save Adjustment.
- Select Done.
Please note:
- This does not return the funds to the member - it simply noting that the deposit has been returned to the member. Proximity cannot refund deposits due to limitations within Stripe/banks. You will need to refund the member via an offline payment method.
- You can deduct funds from a deposit at the same time.
Deducting from a Deposit
Navigate to the member's Billing tab.
- Hover over Billing Actions and select View Deposits.
- Select Return/Deduct
- Enter the amount that was deducted from the deposit.
- Select Save Adjustment.
- Select Done.
Please note: You can mark funds as returned from a deposit at the same time.
ER 8.9.21 -
Created by Emma Reimer, Aug 09, 2021 at 12:15pm