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[Dashboard] Deposits Overview
Updated over a month ago

You can review your customers' deposit balances in the Deposits Overview dashboard. A deposit is a one-off fee marked as "Refundable" and associated with the default "Deposits" revenue account.

Before you start

Dashboard overview

The four widgets at the top of the dashboard give you a summarized overview of the deposits in your organization. You can see:

  • The total deposit held

  • The total deposit that has not yet been paid

  • The total amount of refunded deposits

  • The total amount of deposits pending refund

Deposits details

This table displays deposit amounts split by location, customer status, and customer. In addition to the four widgets described above, you can see each customer's total amount of unallocated credit (credit notes, overpayments).

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