Before adding advance deposits from a payment, ensure the option has been enabled:

  1. Open Configuration and select Business Rules.
  2. Highlight Advance Deposit.
  3. Mark the Allow creation of advance deposits from payments checkbox.
  4. Exit Configuration.
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Add the payment and advance deposit

  1. Select to add a Payment
  2. Enter the appropriate information on the Payment tab
  3. Check the box for Create advanced deposit for this payment
  4. Select the appropriate Advanced Deposit Billing Item
  5. Select the Student record that the Advanced Deposit will be generated for
  6. Save and Close
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