Set up a custom deposit invoice

Users with the Can Send Invoice role permission can set a custom deposit amount by classification for events lasting longer than a specified number of hours. 

The requestor is automatically sent an invoice for the deposit amount when the request is approved. 

A custom deposit is based on the facility usage fee and any requested support staff or equipment. Events from groups that are not charged facility usage fees are not affected by this setting.
You can also set up manual deposits at the invoice level.

To set a custom deposit amount:

1. Select Users > Manage Classifications.

2. Next to the classification you want, click . The Manage Classification page appears.

   

   Note: This must be set for each classification you want to require deposits for.

3. Do the following:

   a. Next to Deposit Type, select one of the following:

      • % of Event Cost

      • Flat Rate

   b. Enter the dollar amount or percentage you want to charge.

   c. Enter the number of hours you want to trigger the deposit.

   Note: If you enter 0, the amount will be charged from the beginning of the event. If you don't want a deposit charged, select No Deposit Required in step 3a.

4. Click Save.