How do I record a deposit the tenant paid outside Kera?

ForLandlordsProperty managers

Who can do this

Landlord; Organization users with Create Transactions.

Where to find it

Lease page → Actions → Deposit

Steps

With no deposit yet, the full-page Record a deposit composer opens.
Which deposit did you collect?: deposit type and Amount (pre-filled from the lease). Continue.
How did the tenant pay? (optional): Payment method, date received and reference number. Continue.
Where is the deposit held?: Bank account and the date deposited to trust ("Within 2 banking days"). Continue.
Anything to note? (optional).
Select Record deposit.

What happens next

Toast Deposit recorded. Actions → Deposit now opens the deposit card showing the deposit Held, and "Deposited on time" when it went into trust within two banking days. The tenant sees "Deposit held".

Good to know

Deposit types follow the province. On a property with an owner contract, The owner has it records a deposit the owner already holds.

Troubleshooting

"Deposit recorded in a closed period": it saved; review it in Accounting.

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