Before adding advance deposits from a payment, ensure the option has been enabled:
- Open Configuration and select Business Rules.
- Highlight Advance Deposit.
- Mark the Allow creation of advance deposits from payments checkbox.
- Exit Configuration.
Add the payment and advance deposit
- Select to add a Payment
- Enter the appropriate information on the Payment tab
- Check the box for Create advanced deposit for this payment
- Select the appropriate Advanced Deposit Billing Item
- Select the Student record that the Advanced Deposit will be generated for
- Save and Close