---
title: "Add/Edit Deposit Form"
slug: "add-edit-deposit-form"
updated: 2026-07-28T14:20:28Z
published: 2026-08-10T20:14:35Z
canonical: "help.idibilling.com/add-edit-deposit-form"
---

> ## 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.

# Add/Edit Deposit Form

This form lets you enter a new deposit or edit an existing deposit. Once the estimated allocation date has passed, you may allocate funds from this deposit to the customer's postpaid balance or return funds to the customer.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/35235(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A28Z&se=2026-11-14T11%3A58%3A28Z&sr=c&sp=r&sig=qYyES6aW4mlkm2bJA8kzUDVOZOG86DArz0BHUQxA4fk%3D)

#### Adding/Editing

To add/edit a deposit use the **Deposit Info** tab to enter the deposit information.

- **Request Date**

Date customer was told a deposit is required.
- **Deposit Type**

How the deposit was paid - cash, check, credit card, and so on. Deposit Types are defined in the Admin Console Data Management.
- **Principle Amount**

Deposit amount paid.
- **Accrued Interest**

Amount of interest earned.
- **Total Amount**

Total amount - principle paid + accrued interest.
- **Interval (Months)**

Length of time (entered as number of months) the deposit must be held before it can be allocated.
- **Est Allocation Date**

The date on which the deposit balance may be allocated based on the Received Date and the Interval.
- **Received Date**

Date the deposit was received from the customer.
- **Interest Calculated**

The most recent date that interest was calculated. System-generated.
- **Allocation Date**

The date the first allocation was made, If any amount of the deposit has been allocated.
- **Waive Type**

The reason a deposit was not required. If used, the Waive Date must also be populated. These cannot be changed once the deposit has been received. Waive reasons are defined in the Admin Console Data Management.
- **Waive Date**

The date the deposit was waived, if applicable. If used, the Deposit Waive Type must also be populated. These cannot be changed once the deposit has been received.
- **Description**

Optional text field for entering pertinent information if applicable.

All fields on the **Deposit Info** tab are deactivated (read-only) once the Received Date has been specified.

> [!NOTE]
> Note
> 
> For Corporate Accounts, you cannot add deposits to Non-Invoice Responsible customers.

#### Allocating

To allocate deposit funds click the **Actions** button or use **Deposit Allocation** tab.

- Select the type of allocation from the drop-down list.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/12592(1).bmp?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A28Z&se=2026-11-14T11%3A58%3A28Z&sr=c&sp=r&sig=qYyES6aW4mlkm2bJA8kzUDVOZOG86DArz0BHUQxA4fk%3D)
- Enter the amount to be allocated. The sum of the allocations cannot exceed the total amount of the deposit.
- 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.

To view allocation transactions made against this deposit click the **Deposit Allocation** tab.