Adding a Deposit Amount to an Online Enrolment

Modified on Wed, 6 Mar at 1:07 AM

This guide will assist you with entering a Deposit amount on a online enrolment enquiry in the Waitlist tab. Please note, this Deposit amount can be edited when the enquiry is in the Offered and Accepted tabs, but cannot be edited when it is in the Completed, Lost or Errored stages.

To do this, navigate to the Lead Management screen by selecting Enrolment in the menu, then Lead Management from the drop down options.

In the Waitlist tab, select the enquiry that you want to add the Deposit amount to. Scroll down to the Deposit section of the enquiry.

Select Edit. You will then be presented with this pop up box. Enter the amount that you want to charge to this enquiry as a Deposit, and select Save.

If the deposit has been paid to you, tick the checkbox that says Deposit has been paid. You will then be prompted to enter the date that the deposit was paid in the Paid Date box. Then select Save.