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September 16, 2023
Question

How do you record a deposit and make it related to: Sales Receipt?

  • September 16, 2023
  • 1 reply
  • 1 view
No text available

1 reply

JessT
Moderator
September 16, 2023

Hi Eklund,

 

We cannot link a deposit to a sales receipt unless it's an online banking transaction. Ideally, a deposit can be made out of a sales receipt, as shown below. Can you give me more details of the scenario so that I can replicate it on my end?

 

To deposit from a sales receipt, you must first set the Deposit to field to Undeposited funds so you can still process a deposit transaction for it.

 

 

If you have any other concerns, you can always go back to this thread.