Deposits can be charged during the plan assignment process or by creating a manual invoice charge.

To refund a deposit when a user terminates their plan or membership at your space, you will need to log in to your payment gateway account (e.g. Stripe, Authorize.net) and trigger the refund manually. Learn more about how to handle refunds in Optix here.

For easy tracking of who you have collected a deposit from, consider creating a customer user property for 'Deposit'.

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