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

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.

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.

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.

🎓 Did you know…

Plexflow now offers free training to help you get more out of the platform.
👉 Access the training
💡 An excellent way to save time and use Plexflow to its full potential.

Updated on: 12/11/2026