Adding the Enrollment Deposit Payment Due Activity via Form Rules
- 23 Feb 2026
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Adding the Enrollment Deposit Payment Due Activity via Form Rules
- Updated 23 Feb 2026
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Activities can be automatically added to an applicant’s record through Form Rules configured directly within a form. These rules are triggered upon form submission and allow institutions to systematically update application records based on an applicant’s response.
If your institution collects an enrollment deposit, you will want to create a rule to add the activity to the applicant’s record. Upon submission of the form, the rule will automatically create a payment requirement for each eligible admitted applicant, which will be visible on the individual's application status page. The Enrollment Deposit rule effectively manages and tracks the enrollment deposit collection process, helping to streamline institutional operations and ensure the accurate and timely collection of these critical funds.
🔔 Important!
Be sure to finalize an Admission Reply Form before moving on to post-decision rules. See Decision Reply Form
If a change must be made to the form after your rules were built, be sure to re-test all rules based on that form because changes to the form may break existing rules.
Before writing your Enrollment Deposit rule, you must ensure that your Slate instance is configured to accept payments online. If you have not established your payment gateway, the payment link on the student status page will return an error message. See Slate Payments - Setup
Additionally, some institutions do not require an enrollment deposit. If your institution does not collect this fee, you do not need to make this rule.
How it works
Step 1:
Admitted applicants provide a response to your offer of admission on your reply form by checking one of the following options:
Do you accept the offer of admission?
I ACCEPT my offer of admission
I DECLINE my offer of admission
Step 2:
If an applicant accepts the offer of admission, this rule adds an Enrollment Deposit payment due activity to the application tab of the person record , once the form is submitted.
Configure the Enrollment Deposit payment due activity rule:
Click Forms in the top navigation bar.
Select the Reply to Offer of Admission Form.
Click Edit Form.
Click Edit Rules.
Click New Rule.
Enter the following Rule configurations in the popup window:
Name - Add Enrollment Deposit Payment Due
Type - Select Activity
Exclusivity Group - An Exclusivity Group is required in the case of different enrollment deposit amounts for different populations (e.g., international students versus domestic students).
Priority - Priority is only required if using an Exclusivity Group.
Status - Set the status to 'Preview'.
Configure filters for the rule:
On the reply form, the required accept/decline question will need to be an unmapped form field with an export key and prompts for ACCEPT or DECLINE. For setting up the rule, use the filter for this question and filter on the ACCEPT value.
Configure the action for the rule:
User - Leave this blank.
Code - Select Payment.
Payment Type - Configure this rule as a Payment Due activity.
Payment Amount (USD) - Provide the payment amount
Payment Account - Select Enrollment Deposit.
Expires Type - Use this setting if you would like to remove the payment due activity from the status page on a specific date.
Expires X Days After Activity Date - You may remove the payment due activity from the status page a number of days after the activity was added (e.g.'5').
Private Comments - Optional: Provide private comments.
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