Review and Approve Fees and Deposits

When To Use This#

Use this when your business charges deposits or cancellation and no-show fees, and you want to check those charges before a family is billed.

Before You Start#

• You need billing access to review and act on charges.
• Fee and deposit policies are set per service first. See

Set Cancellation, No-Show, and Deposit Fees.

Steps#

1. Open the billing review area to see fees awaiting review and the attendance charges

that need attention.

1. For each item, confirm it is correct before it is billed, or take the available action

to correct it.

1. On the billing page, use the Deposits awaiting collection section to see deposits

that were charged but not yet collected (usually because no card is on file) — a read-only follow-up list.

1. On the billing page, when appropriate, issue a credit against a charge to reduce

what a family owes.

What Happens Next#

Approved charges move into the family's billing. Credits lower the balance rather than returning money to a card. Customer-visible amounts should be confirmed in the family's billing before you tell a customer about a change.

Troubleshooting#

• If review actions are missing, confirm your billing permissions on the Access page.
• If a charge looks wrong, correct or credit it rather than billing it, and follow your

business's policy.