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.