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How do I log a Manual Deposit from a Client?
How do I log a Manual Deposit from a Client?

How do I log a deposit by cash/cheque/etc..

Updated over 8 months ago

Related Questions:

  • Track a deposit on an Invoice

  • Track a deposit on a Booking

  • Track a deposit on an Event

Procedure:

You can post a manual deposit payment from a Client on the Booking, Event or Invoice, depending on your organization's preference.

Adding a Deposit From a Booking

  1. Access the Booking

  2. Select the Payments subtab

  3. Click New Payment button

  4. Enter the appropriate fields

  5. Check This Payment is a Deposit

  6. Attach the deposit to an Invoice or Event, if desired

  7. Click Save

Adding a Deposit From an Invoice

  1. Access the Invoice

  2. Scroll down to the Payments section

  3. Click Add Payment button

  4. Enter the appropriate fields

  5. Check This Payment is a Deposit

  6. Attach the deposit to an Event, if desired

  7. Click Save

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