How to Record a Deposit in an Enrollment Form

Deposits are money collected and separately documented in a family's account. Centers that use the enrollment management feature and accept a deposit payment outside of the Kangarootime billing process, may record the deposit in the family's enrollment form. Once recorded in the enrollment form, the Deposit record will automatically populate into the family's account. 

The following article will provide instructions on how to record a deposit within the Enrollment form feature. Please see How to Create and Apply a Deposit for more deposit feature information.\

Table of Contents  

How to Enter a Deposit Record in an Enrollment Form (Waitlist Status)

How to Enter a Deposit Record in an Enrollment Form (Offered or Accepted Status)

How to Enter a Deposit Record in an Enrollment Form (Waitlist Status)

1. Select Enrollment
2. Select Lead Management
3. Select WAITLIST tab
4. Expand the Inquiry of the family to record the deposit by selecting the Down Arrow 
5. Enter the Offer Details section information  
6. Scroll to the Deposit section
7. Enter the Deposit Amount 
8. Select Deposit has been paid checkbox 
9. Enter Paid Date
10. Select Send Offer button

Once the family completes the offer process an automatic deposit transaction will be recorded and displayed in the family's account. A record of the deposit will display in the family's account under BILLING > DEPOSITS.

How to Enter a Deposit Record in an Enrollment Form (Offered or Accepted Status)

1. Select Enrollment
2. Select Lead Management
3. Select OFFERED or ACCEPTED Tab
4. Expand the Inquiry of the family to record the deposit by selecting the Down Arrow 
5. Select the Edit button in the Deposit section below Offer Details
6. Enter the Deposit amount  
7. Select Deposit has been paid checkbox 
8. Enter Paid Date
9. Select Save

Once the family completes the offer process an automatic deposit transaction will be recorded and displayed in the family's account. A record of the deposit will display in the family's account under BILLING > DEPOSITS.

Please contact helpdesk@kangarootime.com with any questions.