Deposits can be entered to “Quotes” and “Orders” in the “Documents” tab in “Customer Management” or in “Document Management”.
Click the enter deposits icon.
Click the “+” button to enter a new deposit.
Enter deposit amount and select a payment method.
Press accept to record the deposit.
If Cash is selected, press the accept button.
If Check is selected, select a bank from the drop down menu, enter the check number and press the accept button.
If Credit Card is selected, select credit card company, enter the credit card information and press the accept button.
After entering the deposit, it is possible to print or export it into an accounting system.