Managing Deductibles on Deposits

Adding a Deductible

When damage or other charges need to be deducted from the deposit:

1. Navigate to the deposit details page
2. Scroll to the Deductibles section
3. Click Add deductible
4. In the popup form, enter the required information:
   • Description: Provide specific details about the deduction (e.g., "Broken window")
   • Agreement: Select the agreement status from the dropdown (Agreed, Pending, Disputed)
   • Reason: Choose from predefined categories (Repairs, Cleaning, other.)
   • Amount: Enter the monetary value to be deducted
5. Click Add deductible to save
6. The new deductible will appear in the Deductibles section with amount, reason, description, and agreement status
7. The system will automatically recalculate the refundable amount based on the deposit value minus deductions

Managing Agreement Status

Update the agreement status as you communicate with tenants:

1. Click on the existing deductible
2. Change the status to:
   • Pending - Initial state when first created
   • Agreed - Tenant has accepted the deduction
   • Disputed - Tenant has challenged the deduction

Handling Disputes

If a tenant disputes a deduction:

1. Update the agreement status to Disputed
2. Add notes about the nature of the dispute
3. Follow the dispute resolution process for the relevant protection scheme
4. Update with the final resolution when complete