Deposits

After confirming a deposit has been made into the company's bank account, add the deposit in Managely and apply customer payments to the deposit. From the main menu, browse to Accounts Receivable> Payments > Deposits. The Deposits list page open...

The Deposits tab on work orders displays all the deposit invoices that are attached to the work order (instead of all the deposit items that have been added to the work order). Columns in the deposits grid: Invoice Number — This displa...

You can arrive at the Apply Payment page through a couple of ways: Accounts Receivable > Payments > Deposits > Batch # > (Deposit) # > Apply button CRM > Customers > Payments tab > $ Apply button in a grid row. The Applied Date field defaults...

The Deposits page has a History button: Clicking this opens a popup window showing the deposit history: Clicking the + beside a row shows additional details: ...

The Deposits page, Deposits Payment grid, Transaction page, and Reconciliation page have funding information so you can see and reconcile Managely transactions to bank deposits without needing to cross-reference Forte or external reports. The fund...

You can select and pay multiple invoices with one payment. To do so, open the Deposits page (Accounts Receivable > Payments > Deposits > +Add Deposit button). Complete the required fields. Be sure to enter an Amount in the Add Payment pan...

When customers receive a payment receipt email, they will see the invoice numbers that their payment was applied to. When you send a payment receipt email to a customer (via Accounts Payable > Deposits > payment on a deposit > More buttonDeli...