How to Add a Deposit to a Customer's Account
Michelle
18 days ago
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0:001:38
Summary
In this video I demonstrate how to add a deposit to a customer's account using the system. I walk through navigating to the Accounts page, selecting the customer (Tiffany Bruce), opening More Options, choosing Add Charge/Credit, setting Transaction Type to Deposit, entering a flat $100 charge, optionally labeling it and adding an internal comment, then reviewing and posting. After posting, the customer’s summary shows the updated balance, the separate deposit balance, and how it will appear on the next bill.