Deposit/Credit
Properties
Section titled “Properties”Date/Time: The date and time assigned to the deposit/credit. After the record has been saved, changing this field requires Can Backdate permission.
Customer: The customer that the deposit/credit was created for.
Employee: The user the deposit is intended for (who will be paid if the deposit is forfeit). This field is required for deposits only.
Type: The type of the Deposit/Credit Object. Its value will be either Deposit, In-Store Credit, or Reward Credit. This field cannot be edited.
Amount: The original amount of this deposit/credit. Do not edit this amount to alter the balance. Its balance should only be altered via its history.
Memo: An optional text field for a description of this deposit/credit and why it was created.
Created By: The user who created the deposit/credit.
Expiration Date: The date this deposit/credit is no longer valid. Once this date has elapsed, regardless of the history, its available balance will be calculated as zero.
Available Balance: The available balance is calculated based on the deposit/credit history.
Redeemable at any connected studio: For multiple studios only, if checked, the customer can redeem this deposit/credit at any of the studios. Otherwise, it will only be redeemable at the studio it was originally created in.
Actions
Section titled “Actions”Record Edit
Section titled “Record Edit”Refund Deposit: Starts a refund for the unused, refundable deposit balance.
Show Payment: Opens the payment taken when the deposit was created.
Detail View
Section titled “Detail View”Sign Deposit Agreement: Captures the customer’s signature. If SIGNATURE_PAD_DEPOSIT_AGREEMENT is empty, REV23 Desktop skips the agreement text and opens signature capture directly.
Print Deposit/Credit Receipt: Prints the receipt, including the deposit policy and captured signature when available.