This article explains how to Add the Deposit in the Cash Posting screen.


Video Walkthrough

View the below walkthrough video to learn How to Add Deposit? 



Follow the steps below to add a new deposit:

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