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# How to record a security deposit in Plexflow

## How to record a security deposit in Plexflow

### To know before you start

This article explains how to record a **security deposit** in Plexflow, in the logic of an amount **to be refunded at the end** (e.g. after inspection of the unit).

The deposit is recorded **for tracking purposes**, a little as if you were placing it **in an envelope**:

- **no invoice is created**
- **no tax applies**
- and the deposit **will not appear** in the **Income and expenses** reports (since it is not income).

## Procedure

### Step 1 — Open Rent Details

1. Open the unit’s Rent Details.

👉 Guide: [How to access a unit’s Rent Details](https://help.plexflow.ca/fr/article/comment-acceder-a-la-fiche-de-loyer-dun-logement-7yosad/)

### Step 2 — Open the “Deposit” field

1. In Rent Details, find the **Deposit** line (e.g. **“No security deposit for this rent.”**).
2. Click this text, then click **Adjust**.

![Deposit line and Adjust](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/image_1yn2gv6.png)

### Step 3 — Enter the amount and the note

1. Enter:
- **Amount** (e.g. $1,000)
- **Notes** (e.g. *“Refund after inspection of the unit”*)

2. Click **Apply** to save.

![Amount, Notes, and Apply](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-2_16xnanp.png)

## Tracking security deposits

For centralized tracking, we recommend going to:
**Reports → Security deposits**

As long as the deposit **has not been refunded**, it **will remain displayed** in this report, which lets you quickly identify the deposits still outstanding.

![Security deposits report](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/image_1volu7b.png)

## 🎓 Did you know…

Plexflow now offers **free training** to help you get more out of the platform.
👉 [Access the training](https://www.plexflow.ca/formation)
💡 An excellent way to save time and use Plexflow to its full potential.