Managing security deposits

Within the reservations module, you can track which security deposits are blocked, late, or released. In order to use this management view, security deposit policies need to be in place.

For more information on how to set up a security deposit policy: Creating security deposit policies

If you’re currently still using regular cost items to charge a deposit, you’ll need to stop using them when making the switch. Read more: Switching to security deposit policies

Go to 'Security deposits' in the Reservations module.

The different tabs show your security deposits in various stages, for ease of management. For example, all blocked deposits will need to be claimed manually after the related booking has checked out, and it is possible to add a new damage report to any secured deposit.
Click a security deposit name to access its detail page. Within this detail page, you can add a damage report, claim the damage report amount, waive the deposit, or manually release it — depending on the state of the related booking and the deposit itself.
Read more: Statuses of security deposits


Blocked	A damage report has been made, but it has not been claimed yet.
Late	Guests have not paid the required security deposit on time.
Required	All unpaid security deposits, including the late ones.
Secured	Security deposits for which payment has been received. This also includes blocked deposits, and deposits for cancelled reservations.
Released	Security deposits that have been fully handled and released for refund to the guest. This also includes claimed and partially claimed deposits.

Missed payment deadlines

Like any other payment installment, if a security deposit is not paid on time you’ll be able to see and manage this in the Payment installments page of the Financial module.
Read more: Postponing or sending reminders for overdue invoices

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