How to Enter a Deal Deposit

If you have received a Deposit for a deal:

Open the Deal

• Click on the Actions Button at the Top of the Deal Form
  • Select Receive Deposit
  • Choose the Contact from the drop down menu.
  • If it is a non Deal Contact, select non Deal Contact, click new, and enter all pertinent information known, Save and Close.
  • Click Ok

• Deal Deposit Form Automatically opens
  • Make sure all information is Correct that is auto generated by the program.
  • Choose payment method -  Cheque, Cash, EFT/Wire Transfer Etc
  • Enter Reference # - Would be the Cheque # if the deposit was a cheque
  • Enter the amount of the deposit (underneath Total).

• Click Post