Adding plan deposits
Before you can add deposits to plans, you need to add a deposit product. Deposits in Nexudus are nothing more than a product in your inventory that you use for deposits. Because you can always define the amount of your deposits in each plan, you only need to create one deposit product with a generic price.
Creating a deposit product
- Go to Inventory > Products and click Add new product.
- Name your product and add a short description.
- Add a generic price to your product. This generic price will always be overruled by the price you set in the plan.
- Click Save changes.
Remember that the name of your deposit product will appear in your dashboard and on customer invoices. Give it a name that will make sense to you and your customers such as 'Deposit' or 'Plan Deposit'.
Adding a deposit to a plan
Once you've created a deposit product in your inventory, you can add it to any plan.
- Go to Inventory > Plans and click on the plan you want to edit.
- Go to the Deposits tab and click Add deposit.
- Select the deposit product from your inventory.
- Set the price of your plan's deposit. By default, the system will set the deposit to the value of the plan.
- If you want your plan's deposit to be refundable, enable Refund this deposit when the contract ends.
- Click Save changes.
Deposit options
Adding deposits after members signed up to a plan
- Go to Finance > Contracts.
- Select the contract of the customer you want to charge a deposit.
- Scroll to the Price section and enable Include one-off sign-up fees on the next invoice for this contract.
- Click Save changes.

Before you assign a product to a plan, you first need to ensure that a suitable deposit product has been created.
Editing plan deposits
You can easily edit a plan deposit to change its price or refund policy. Bear in mind any edits you make to plan deposits will only apply to new customers signing up to plans.
If you want to change the deposit of existing customers, you'll need to edit it in their contracts.
Deleting plan deposits
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If the side menu is not visible, click
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Click the plan whose details you want to view, then click Deposits.
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To remove a deposit, click Remove against the deposit.
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To edit it a deposit, click Change.
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To add a new deposit to the plan, click Add deposit.
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If you are editing or adding a deposit, set the options as described below, then click Save changes
Refunding deposits
If you've enabled the Refund this deposit when the contract ends option in a plan's deposit, Nexudus automatically issues either a credit note or a product with a negative price when a member's contract end.
When a member's contract is cancelled by the system on the set cancellation date, Nexudus issues a credit note for the amount of the deposit.
When you manually cancel a member's contract as an administrator, Nexudus issues a deposit product with a negative price for the amount of the deposit.
Once you've assessed if you want to fully or partially refund you customer's deposit at the end of their contract, you can do so manually by invoicing your customer.
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