The myStorman Knowledgebase is for users of Storman v8 and v9. If you use Storman v10, please use our new Support Knowledgebase. | Dismiss for today

Charging Deposits (#CUSCHGDEP01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20120316 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   7.X (and higher)   n/a

How can I charge a deposit?

There are several ways to charge deposits in StorMan, which are...

  • A rate per Berth Type / Item Type / Unit Type / Vault Type, which is billed automatically when said Type is added to a Reservation and / or an Agreement.
  • A standard rate, which is billed automatically on a Reservation upon creation and / or billed automatically on a Agreement upon move-in.


Naturally, depending on your permission level, you may be able to edit the deposit amount on the fly (or remove it completely) when it is triggered.


How do I set these up?

Setting up a per Berth Type / Item Type / Unit Type / Vault Type deposit...

  1. Select Maintenance, then Berth Types & Rates / Item Types & Rates / Unit Types & Rates / Vault Types & Rates.
  2. Double-click the desired Type to open it. Tab 1 of the Type screen will now open (more on this tab: #UNTTYPTAB101).
  3. In Deposit, enter the deposit amount you wish to charge when this Type is added to a Reservation or an Agreement.
  4. Click OK and repeat this process for any other Types that you wish to automatically charge a deposit for. Note: If desired, you can charge a different deposit amount for each Type.
  5. When finished, click Done.


Setting up a standard rate deposit...

  1. Select Maintenance, then Analysis Codes. The Analysis Codes screen will now open (more on this: #ANLADET01).
  2. Look through your existing Analysis Codes and look for one that ends in DP (in the Code column). If you already have one, double-click it to open it & jump ahead to Step 6 below. If not, continue with the next step...
  3. Click Add New Code.
  4. In Analysis Code, enter DP (short for Deposit). This is one of the StorMan's reserved Analysis Codes ( more on these: #ANLRAC01).
  5. In Description, enter Deposit.
  6. Enable the checkbox for the Bill on Move In setting.
  7. Locate Default sell amount. Enter the value of your deposit. For example: If you wish to charge a $30 deposit each time a new Reservation is created or an Agreement moved in, enter 30 here.
  8. Click OK, then Done.
Related articles:   Article tags:   How did we do?

deposits, charging deposits

Did we miss a tag?
Tags improve search results. If you think this article needs more tags to help index & identify it, please suggest some using the form to the right...


If this article requires an update or needs more information, please contact

Thank you for your assistance!




Copyright 2021 Storman Software | Visit our new knowledgebase