- Navigate to Transactions > Customers > Record Customer Deposits to create customer deposits
- Fill in the necessary fields to create a customer deposit and save the record with the status set as “Not Deposited.
- To deposit the amount into the bank account, navigate to Transactions > Bank > Make Deposits.
- Select the previously created customer deposit, choose the bank account, and provide the required details.
- Then save the record
- The status of the customer deposit will now be changed from “Not Deposited” to “Deposited.”