Entering Deposits
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Entering Deposits
Deposits can be entered to “Quotes” and “Orders” in the “Documents” tab in “Customer Management” or in “Document Management”.
Step One
Click the enter deposits icon.


Step Two
Click the “+” button to enter a new deposit
Step Three
Enter deposit amount and select a payment method.


Step Four
Press accept to record the deposit.
If Cash is selected, press the accept button.
Step Five
If Check is selected, select a bank from the drop down menu, enter the check number and press the accept button.button.


Step Six
If Credit Card is selected, select credit card company, enter the credit card information and press the accept button
Step Six
After entering the deposit, it is possible to print or export it into an accounting system.

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