This article explains how to set up security deposits, add them to subscriptions, and refund, withhold or move them when needed.
You can automatically collect a security deposit when customers book on your Storefront or later on any subscription via the Backoffice.
💡 Deposits have no tax applied and only work on card payment bookings
Setting up a Storefront security deposit
Use this method when you want deposits to be collected automatically during online bookings.
In your Backoffice, go to the relevant Unit Type.
Click Edit unit type.
Find the Storefront security deposit section and turn it on.
Enter the deposit amount you want to charge.
Click Save changes.
💡 Deposits are only charged for Unit Types where you have enabled and set a deposit amount. The deposit is collected when the booking is made, not on the move‑in day.
⚠️ Storefront deposits only work with card payments.
Adding a deposit to a subscription in the Backoffice
Create the subscription as usual.
Go to the subscription and scroll to the deposit section.
Click Set Up Deposit.
Enter the deposit amount and select the card to charge.
Click Submit to collect the payment immediately.
💡 Deposits require a valid card payment method. They cannot be processed if the subscription uses direct debit.
How to settle a deposit
You can settle a deposit by refunding it (fully or partially) or withholding it as revenue when the customer moves out or when you decide to close the deposit.
Go to the subscription and scroll to the Deposit section.
Click the … menu beside the deposit.
Select Settle deposit.
Choose one of the following options:
Refund full deposit
Refund part of the deposit
Withhold the full deposit
💡 You can process multiple partial refunds as long as part of the deposit remains.
⚠️ Once a deposit is refunded in full, no further settlement is possible.
Withheld deposits (full or partial) are counted as revenue.
To charge a deposit for a subscription set up with Direct Debit, first add a payment card to the customer, then charge the deposit to the card.
Moving a Deposit
If you need to recreate or fix a subscription and the customer has already paid a deposit, you can move the deposit from the old subscription to the new one.
This means you do not need to refund the deposit and charge the customer again.
💡 Moving a deposit keeps billing history clean and avoids duplicate payments.
When would you move a deposit?
Common scenarios include:
Re‑creating a subscription: When you need to set up a new subscription because of configuration changes.
Fixing a subscription created in error: When the original subscription was set up incorrectly, and you are replacing it with a new one.
How to move a deposit
Go to the subscription that currently holds the deposit.
Scroll to the Deposit section.
Click the … menu beside the deposit.
Select Move deposit.
Choose the destination subscription.
Confirm.
The deposit will be transferred immediately to the selected subscription.
⚠️ You cannot move a deposit that has already been fully settled.
Good to know
The Move deposit option is only visible if the customer has another active subscription that the deposit can be moved to.
A timeline event is created on the customer record when you move or settle a deposit, so you can always see what changed.
Deposits can only be moved between subscriptions belonging to the same customer.