---
title: "Allocating Deposits"
slug: "allocating-deposits-1"
updated: 2026-07-20T15:58:52Z
published: 2026-08-10T20:23:40Z
canonical: "help.idibilling.com/allocating-deposits-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Allocating Deposits

Deposited funds may be returned to the customer or applied to the postpaid balance after the allocation interval has expired.

- Allocating deposit funds to the customer postpaid balance involves debiting the deposit account with a deposit allocation transaction and crediting the customer account with a payment transaction.
- Returning deposit funds to the customer involves debiting the deposit account with a deposit allocation transaction.

The following rules apply:
- A deposit cannot be allocated before it has been received (a Received Date entered).
- The sum of the allocations cannot exceed the total amount of the deposit.
- Disbursements to the customer account balance must be done manually as an adjustment.

To allocate a deposit:
- Access the Deposits balance for the customer:
- From the Customer window menu bar, select **Status > Deposits**.
- Select the deposit then right-click and select **Edit**.
- From the Add/Edit Deposit window, click **Actions** and select **Allocate Deposit**. This displays the Add Deposit Allocation window.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/12592.bmp?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A41Z&se=2026-11-14T11%3A58%3A41Z&sr=c&sp=r&sig=qIk6ZBzcqGSmHHett1t%2BWt67gyDLFgWxX8fX3jk6Lyg%3D)
- Select the type of allocation from the drop-down list.
- Enter the amount to be allocated.
- Enter an optional description if desired.
- Click **Save**. This adds the allocation to the **Deposit Allocation** tab and reduces the Total Amount by the amount of the allocation.