History for "Taking a Manual Deposit"

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 Brivo Workplace.

Collecting a Manual Deposit with an Offline Payment Source

****This is a workaround for the moment.****

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 Brivo Workplace.

Adding a Deposit to a Membership Type to be Billed Automatically

Follow this link for more on how to set up deposits to be taken automatically when a member signs up for a membership.

Returning/Deducting from a Deposit

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

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 ProximityBrivo Workplace.

Collecting a Manual Deposit with an Offline Payment Source

****This is a workaround for the moment.****

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 ProximityBrivo Workplace.

Adding a Deposit to a Membership Type to be Billed Automatically

Follow this link for more on how to set up deposits to be taken automatically when a member signs up for a membership.

Returning/Deducting from a Deposit

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

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

****This is a workaround for the moment.****

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

Follow this link for more on how to set up deposits to be taken automatically when a member signs up for a membership.

Returning/Deducting from a Deposit

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

ER 8.9.21

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

****This is a workaround for the moment.****

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

Follow this link for more on how to set up deposits to be taken automatically when a member signs up for a membership.

Returning/Deducting from a Deposit

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

ER 8.9.21

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

****This is a workaround for the moment.****

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 Canceland reload the page to see the newly created open/unpaid invoice.
• This will create an invoice for the deposit. To mark the invoice as paid offline, select Manage next to the invoice and then select "Take offline payment 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

Follow this link for more on how to set up deposits to be taken automatically when a member signs up for a membership.

Returning/Deducting from a Deposit

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

ER 8.9.21

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

****This is a workaround for the moment.****

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.
• This will create an invoice for the deposit. To mark the invoice as paid offline, select Manage next to the invoice and then select Take offline payment in the top, left corner.

Please note:

• Deposits must be returned offline and cannot be refunded through Proximity.

Adding a Deposit to a Membership Type to be Billed Automatically

Follow this link for more on how to set up deposits to be taken automatically when a member signs up for a membership.

Returning/Deducting from a Deposit

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

ER 8.9.21

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

This is a workaround for the moment.

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.
• This will create an invoice for the deposit. To mark the invoice as paid offline, select Manage next to the invoice and then select Take offline payment in the top, left corner.

Please note:

• 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.

Adding a Deposit to a Membership Type to be Billed Automatically

Follow this link for more on how to set up deposits to be taken automatically when a member signs up for a membership.

Returning/Deducting from a Deposit

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

ER 8.9.21

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
• This will create an invoice for the deposit. To mark the invoice as paid offline, select Manage next to the invoice and then select Take offline payment in the top, left corner.

Please note:

• 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.

Adding a Deposit to a Membership Type to be Billed Automatically

Follow this link for more on how to set up deposits to be taken automatically when a member signs up for a membership.

Returning/Deducting from a Deposit

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

ER 8.9.21

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
• This will create an invoice for the deposit. To mark the invoice as paid offline, select Manage next to the invoice and then select Take offline payment in the top, left corner.

Please note:

• 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.

Returning/Deducting from a Deposit

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

ER 8.9.21

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
• This will create an invoice for the deposit. To mark the invoice as paid offline, select Manage next to the invoice and then select Take offline payment in the top, left corner.

Please note: The deposit cannot be collected unless the member has a payment source on file.

• 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.

ER 8.9.21

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.

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
• This will create an invoice for the deposit. To mark the invoice as paid offline, select Manage next to the invoice and then select Take offline payment in the top, left corner.

Please note: The deposit cannot be collected unless the member has a payment source on file.

ER 8.9.21