This article explains how to Add the Deposit in the Cash Posting screen.
- Select the Cash Posting option under the Payments tab in the left navigation.
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- Click the blue Add Deposit button on the top right. It will redirect you to the Add/Edit Deposit screen.
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- In the Add/ Edit Deposit screen, enter the below information and click the Save button.
- Select Payor Type: Select whether the type is insurance or client.
- Payor: Select the payor, i.e., insurance, from the drop-down list.
- Deposit Date: Select the deposit date from the calendar option.
- Payment Method: Select the payment method used - Check, EFT, Card, Cash, Credit, or Write-Off.
- Check #: Enter the check number manually.
- Check Date: Select the check date from the calendar option.
- Amount: Update any amount manually.
- Interest Amount: Enter the interest amount in this field.
- Unallocated Amount: You can mention any Unallocated amount in this section.
- Notes: Add side notes for reference.
- File: Upload a document or attachment.
- Click the Save button to create the deposit.
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