Enrollment and Security Deposit

Learn about security deposit collected during enrollment process.

Enrollment Wizards includes a step in the business process called Deposit Information. The Enrollment Wizard can be configured in two ways for managing this two-step process:

With a Payment Gateway

Here the Enrollment Wizard has built-in flexibility to allow the User to perform both steps simultaneously – recording both the request of the Security Deposit information and the collection of the money. To process security deposit during enrollment follow the below steps:

  1. Enter the customer’s Credit Score.
    Note: If the credit score results in requiring a Security Deposit, the Wizard prompts the user for additional data.
  2. Enter the Deposit Amount and Deposit Payment Type.
  3. Enter the additional information on the screen.
  4. Select the Next button to continue to payment gateway.

Without a Payment Gateway

If the system is not configured with an interface to a payment-processing gateway, the Enrollment Wizard allows the user to perform only the first step of requesting the Security Deposit information. The user can then collect security deposit using the steps described in Security Deposits.