How to enter Deposit Cheque or Cash without a Deal

New Deal – search for address, if it is not there, create a New Deal

Enter Property information

• Save & Close Property
• Note: If there is no property - close Property form without saving

Enter the following Deal information:      

Deal Tab:

• Reference = assign a deal number if applicable
• Role = List (you can change this when you get further information) 
• Add Sell Contact of type "Buyer OR Other" = Name on cheque or Contact info from agent if they handed in cash.
• (Optional) Add List Contact of type Agent = Agent who gave you the deposit

Save Deal

Receive Deposit (from the Action menu within the Deal)

• Select the Contact from the drop down
• Fund = Trust (should default correctly)
• Date = Today’s Date (date you are depositing the cheque)
• Reference = Cheque Number or Cash
• Amount = Cheque Amount or Amount of Cash Received
• Post