Depositing Payments

You deposit a payment by using the Deposits view. From the Deposits view, sales representatives select undeposited payment records and generate an actual deposit, creating a link between payment and deposit.

To deposit payments

1. Tap Side Menu and then tap Deposits to display the following:

   • The Deposits view showing the deposit account details, the Undeposited Payments list, and the Deposited History list in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. To deposit a payment:

   1. Navigate to the deposit account that you want using the Next and Previous buttons in the main pane.

      All details for the selected deposit account appear in the main pane.

   2. Tap the down arrow next to Undeposited Payments in the main pane, and then select a record from the Undeposited Payments list.

      Select one or more records as required. Select a record by selecting the check box in the Select field. Use Select All to select all records. Use Deselect All to deselect all records.

   3. Tap New (the plus (+) icon) in the main pane and then enter the following information about where you want to deposit the payment as required:

      Bank Account Number, Bank Check Number, Bank Name (this is a required field), Bank Routing, Comments, and Deposit Date.

      Alternatively, tap Previous and Next in the main pane to navigate to the account where you want to deposit the payment.

   4. Tap Deposit to record the deposit payment.