To Create the Deposit Rules:
  1. From the persona menu, select onBoard.

  2. Select Contract Forms under Settings.

  3. Click Deposit Rules.

  4. Select the appropriate Deposit Rule Type:

  5. Click Add Rule.

  6. Repeat the following steps as necessary.

  7. Check the Active checkbox to make each deposit rules available for use on contracts. Deposit rules that have been used on a contract cannot be deleted; instead, managers must uncheck the Active checkbox to inactivate them.

  8. Click Save.

To enable the Deposit section section within the contract, enter the standard deposit amounts, and determine which deposit rules are available:

  1. From the persona menu, select onBoard.

  2. Select Contract Forms under Settings.

  3. Click Edit next to the appropriate contract.

  4. Select the Deposit section.

  5. Click Block Settings.

  6. Enter the following information:

    1. Payment Gateway: Select the payment gateway account that should be used with the contract.

    2. Payment Options: Select Yes for each payment option that should appear on the contract.

    3. Deposit Amount: Enter a standard deposit amount for all grades or select By Grade to enter a different deposit amount for each grade level.

    4. Deposit Exceptions: If necessary, select the deposit rules that should be available on the contract.

  7. Click Save.


To enable the Deposit Amount for the student you will need to make sure that the Applying For Financial Aid check box is marked under the Edit Contract Box when you go to add a contract to a student individually as seen below. When the parent gets to the Deposit Section of the contract, it will show the set deposit amount set forth in the Deposit Rules. 
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