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 1:

Click the enter deposits icon.

 

Entering Deposits

Step 2:

 

Click the “+” button to enter a new deposit.

Entering Deposits

 

 

Entering Deposits

Step 3:

Enter deposit amount and select a payment method.

Entering Deposits

 

Step 4:

Press accept to record the deposit.

 

If Cash is selected, press the accept button.

 

Entering Deposits

 

If Check is selected, select a bank from the drop down menu, enter the check number and press the accept button.

Entering Deposits

If Credit Card is selected, select credit card company, enter the credit card information and press the accept button.

Entering Deposits

After entering the deposit, it is possible to print or export it into an accounting system.

Entering Deposits

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