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First things first, you must select the transaction from the transaction menu by clicking on the yellow pencil to the left of the transaction.

2. add Add a deposit by click clicking on the Trust button at the top of the page

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3. Click on Add deposit +

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4. Enter now the deposit information (fields with * are required)

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Info
Transaction type: Check check deposit in this case Receipt number: enter the number or use the Next number Number button to assign the next available number. Original amount received: amount of the check received Total Amount deposited: amount after conversion in the case of a check in another currency

Note
If it is a security deposit for the transaction (sometimes occurs for rentals), you must select reason for deposit (Security deposit to be refunded). This way this amount will not have an impact on your invoice to the notary / lawyer or other agency.

5. Complete now the Contact section

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Info
Client: Optional - If the client is already in your contact files, you can use it and the other information will be automatically populated; if not, you can leave this box empty Depositor Name: Mandatory - If not already in your contact list, you must enter the name of the depositor in this field. Deposit type: Auto generated at DEPOSIT - do not change for a trust deposit

5. Click on Save and Close

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Tip
DoneCompleted!

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