Managing a Families Bond

Adding a bond in Xap provides financial flexibility and security for your service. When a bond is applied, the amount can be held for the duration of care to help offset any outstanding debts that may arise. Alternatively, if no debt is incurred, the full bond amount can be refunded to the family once care has ceased.

Actions:

1. Viewing Bonds
2. Bond Tab overview
3. Adding a Bond
4. Adding a Bond Payment via Direct Debit
5. Pay off Fees

Viewing Bond Details

You can view the Families Bond details via the Family Summary and selecting the Payments & Billing Tab either via:

1. Global Search or
2. Families screen

3. Select Payments & Billing Tab
4. Select Bond

Bond Tab overview

Adding a Bond

1. Select the Green + Add button
2. Select **Add Payment **if you have already received the payment
3. Add in the Payment Date
4. Select the Transaction Category eg. Bond Payment
5. $ Amount of the Bond Payment
6. Add further information or description if required, then select Save

Adding a Bond Payment via Direct Debit

To create a Direct Debit payment to process the Bond payment.

1. Select the Green + Add button
2. Select **Debit Online **if you have already received the payment
3. Payment Date will default to today's date
4. $ Amount of the Bond Payment
5. Add a description
6. Select Save

Pay-off Fees

The option of Pay-off fees allows you to transfer the Bond credits to pay off the general account balance.

1. Select the Down Arrow icon
2. Select Pay-off fees

3. Add the Transaction Date
4. Add in the *$ bond amount to be transferred
5. Add in further details as required, then select Confirm

Bond tab will display the transfer amount and description.

Statement tab will display the Bond credit transfer amount and description.

Updated on: 25/05/2026