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Managing Payments / Deposits

Written by Chris Shaw

Deposit Requests

On BOTH ON-PLATFORM Requests and OFF-PLATFORM Requests, the Claimant is able to Request a Deposit via the "Request Deposit" button on the TRX Request. When a Deposit Request has been sent, the Claimant has the ability to RESCIND the Deposit Request. They can then send a new Deposit Request if needed. In the example / screenshot below, a $1.00 deposit has been requested.

Clicking Rescind will remove the Deposit Request and will move the Request back into a status of In Production.

Entering Payments

On OFF-PLATFORM Requests, the Claimant has the ability to manually enter payments and refunds onto the Payment tab of the Request via the "+ Enter Payment / Refund" button. This allows the Claimant to track the payments and refund status on individual OFF-PLATFORM Requests This will bring up the following screen to enter the Payment / Refund details.

PAYMENTS should be entered as "+" values


​REFUNDS should be entered as "-" values

When a payment or refund is entered, it is logged on the Payments tab with the payment details, date, and payment method.

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