Setting up security deposit instructions:
Go to Settings > General Settings
Click on the Options tab
Scroll down to Security Deposit and toggle to Yes
If setting up a global security deposit that will apply to all orders, scroll further down and to toggle on Charging Custom Security Deposit on Order and type in the percentage of the order total you would like to charge as the deposit
Scroll down and Save Changes
If setting up different security deposits for each product, skip steps 4 and 5 (make sure Charging custom security deposit on order is toggled No)
On this same Options tab, note the Lock Security Deposit setting. When toggled to Yes, this will disable the adjustment of the security deposit when items are added or removed from an approved order that already has an existing security deposit. If you want the deposit to be able to change when order items change after approval, leave this toggled to No.
Go to Inventory > Products > Click the pencil next to the product to edit
Under the General product settings, type in the desired fixed amount for the security deposit next to the Security Deposit box.
Save Changes
Security deposits will automatically be charged upon approval of any credit card order. You will see the deposit show up under Security Deposits beneath the Order Details section. You can Charge or Release Hold at any time during the order.
*Note* Security deposit holds will renew every 7 days until released or the rental is off rented
When off renting your order, you can choose to either charge the deposit or release it be selecting Yes or No.
If needed, you can edit the security deposit % after the initial order is created and prior to approval. Go to Contract Details > click the 3 dots on the right hand side > "Set Custom Security Deposit
Type in the new percentage you would like to hold as the deposit
Or
Toggle "Percent/Amount" to input a dollar amount instead of a percentage
Save
The new deposit will be held upon approval of the order