How do I return a deposit, with or without deductions?

ForLandlordsProperty managers

Who can do this

Landlord; Organization users with Create Transactions.

Where to find it

Lease page → Actions → Deposit → Process return

Steps

Select Process return.
For each deduction, select Add deduction and enter a description, category and amount.
Pick Return to account.
Confirm The tenant gave up possession on (change it to the day the keys came back).
Select Return $X. If deductions equal the full deposit, the button is Record forfeiture.

What happens next

Toast Deposit return recorded. Status becomes Returned, Partially returned or Forfeited. Kera records the return in the books; you pay the tenant yourself.

Good to know

Where the province requires a deposit statement, the toast adds "Next, send the deposit statement by <date>." and the card shows Send deposit statement (chapter 05).

Limits

Kera doesn't send the refund to the tenant's bank. Pay it outside Kera.

Troubleshooting

To fix a mistake, use Undo return under the deductions (reason required). Toast Deposit return undone.

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