For a manual (offline) booking, you can collect a security deposit paid in cash, by cheque, or by Interac, in addition to card-paid deposits. The deposit is added to the move-in invoice and is settled the same way as a regular deposit when the tenant moves out, without going through an online refund.
Who this article is for
This article is for the facility owner or manager, when creating a manual booking.
Before collecting the deposit
The relevant unit type must have a security deposit configured. The suggested amount is pre-filled from that setting, but stays editable at booking time.
Collecting the deposit when creating a booking
Step 1.
Create a manual booking for the customer, with an offline payment method (cheque, cash, or Interac).
Step 2.
In the deposit section, check Collect a security deposit.
Step 3.
Confirm or adjust the deposit amount.
Step 4.
Complete the booking as usual: the deposit is added to the move-in invoice.
Step 5.
Once payment is received, mark the invoice as settled offline, as with any manual booking.
What happens automatically
The deposit is added to the move-in invoice, the same way a card-paid deposit would be. Once the invoice is settled offline, the deposit is tracked and marked as collected. When the tenant moves out, the usual deposit-settlement screen works normally, but no online refund is triggered: you hand the amount back to the tenant yourself.
Statuses and key fields
Field | Meaning |
Collect a security deposit | Checkbox, available for both card and offline bookings. |
Deposit amount | Pre-filled from the unit type; editable as needed. |
Common issues
The deposit checkbox doesn't appear.
What to check: does the unit type have a security deposit configured?
What to do: configure the deposit amount in the unit type's settings.
You expected an online refund when settling the deposit.
What to check: was the deposit collected offline (cheque, cash, Interac)?
What to do: a deposit collected offline never triggers an online refund; hand the amount back to the tenant yourself, then confirm the settlement in Stortech.
Common questions
Does this work for an online booking paid by card? No, this method applies to manual bookings; an online card-paid booking already uses the regular deposit flow.
Does the deposit show on the move-in invoice? Yes, the same as a card-paid deposit.
How is this deposit refunded when the tenant moves out? The same way as a regular deposit, on the deposit-settlement screen. The difference: no online refund is triggered, you hand the amount back yourself.
Can I specify whether it's a cheque, cash, or Interac? Not distinctly for now; the payment method chosen for the booking stays the reference.
What happens if I forget to check the deposit box? No deposit is collected or tracked in Stortech; you'll need to manage it outside the platform.