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leaveittoblondie
Level 1

How do I enter a non client deposit ie, there are no invoices or otherwise to allocate the transaction?

 
1 Comment 1
Ken - Product Champion
Content Creator

How do I enter a non client deposit ie, there are no invoices or otherwise to allocate the transaction?

Hello Leaveittoblondie,

 

If you were looking to create a deposit not necessarily linked to any customer, then you could just use a Bank Deposit if you wished:

  1. Select '+ New' in the top-left corner
  2. Select Bank Deposit
  3. Fill in the fields as required

However, if you need a deposit for a specific purpose, please provide more context on the transaction, we may be able to suggest other options.

 

-Ken