The Deposits page provides the ability to deposit funds for customers instead of using the POS Console.
-> Go To: Point of Sale > CUSTOMERS > Account Details > Deposits
Make a Deposit
1. Locate the customer using the Search window. |
2. Select a *POS Station to use for the deposit. |
It's suggested to use a POS Station that is assigned to the school the customer attends. |
3. Select the *School the customer attends. |
4. Enter the *Deposit Amount. |
The Beginning Balance and Ending Balance fields display respective balance information and are not editable. |
5. Select a *Payment Type. |
Options are: Cash or Check. |
6. Enter the *Check Number if Check is selected for Payment Type. |
7. Add Notes for the deposit, if needed. |
8. Click Save to save the deposit or Cancel to cancel the process. |