How to Record a Deposit: Creating, Editing, Deleting a Deposit

Here’s how you record a deposit on Accelerate. 

1. Navigate to the Deposits Tab

   • Go to the invoices and payment section in the top right corner.

   • Proceed to payments and navigate to the deposits tab.

2. Create a New Deposit

   • Click on the "Create New Deposit" button.

   • Select either the property and its deals or choose a company. You can select multiple properties or companies.

   • For this demonstration, select a company and proceed.

   • Enter the deposit amount received.

   • Enter the date the deposit was received.

   • Specify the payment mode and provide a reference text for that payment mode.

   • Link one or more invoices to the deposit, or choose not to link any invoices.

   • Enter the deposit adjustment amount for each invoice, either partial or full payment.

   • Click "Save" to create the deposit.

3. Edit a Deposit

   • After creating the deposit, you can return to it and link additional invoices if there is a remaining amount.

   • Edit the deposit to change the received amount or any other fields.

   • Remove any linked invoices or add more invoices as needed.

4. Delete a Deposit

   • Go to the deposits home page where all your deposits are listed.

   • Select the deposit you want to delete.

   • Click on the delete option to remove the deposit from the system.

5. Filter and View Deposits

   • On the deposits home page, you can filter deposits by property, deal, company, payment mode, creator, or the created on and deposited on dates.