To add a deposit, click on the Trust button.
2. The click on Add Deposit
4. Fill out all the fields that are mandatory
Exemple:
Transaction type: Cheque deposit
Deposit Slip Receipt Number or use the Next Number button to assign the next available number
if you have a security deposit for the transaction (sometimes occurs for rentals), at this point you should select Reason for Deposit (Security deposit to be refunded), this amount will not affect your bill to the notary/lawyer or the other agency.
The original amount is the amount of the check received, the amount recorded is after conversion (ex: deposit in US dollars, 1000$, after conversion 1350$.
5. In the Contact section, Select the customer who made the deposit, it is possible that the cheque comes from a person who is not a customer in the transaction (ex: the father of the buyer makes a deposit for the purchase of his daughter's property).
In the information area: CONTACT
Client: Optional - If information already on file, you can use it
Title: Optional - Select from Drop Down List
Name of applicant : Mandatory - Will be automatically filled in if you used the drop-down list in client.
Occupation: Optional
Deposit Type: Auto generate to ACCOUNT - leave it like this - Date of birth 1: Optional - Will be automatically filled in if you used the drop down list in client.
Date of receipt of the deposit is: the day you received it.
Client 2: Optional - If information already on file, you can use it
Title 2: Optional - Choose from drop down list - Applicant Name 2: Mandatory - Will be automatically filled in if you used the drop down list in client.
Language: Mandatory - Choose Client Language
Recipient's email: Optional
Date of Birth 2: Optional - Will automatically be filled in if you have used the drop down list in client.
6. Click on Save and close
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