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On the Finance menu, click Deposit.
Click Update deposit for a customer. Update deposit window appears:
Select a company and the required action (refill deposit or withdraw funds from the deposit).
Define the date and time of transaction.
Select the transfer method (credit card, bank transfer, PayPal).
Specify the total amount.
Click Continue. The message appears. Click Close.
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On the Finance menu, click Deposit.
Click Update deposit for the customer. Update deposit window appears:
Select a company and specify the necessary option (withdraw funds from the deposit).
Define the date and time of transaction.
Select a method of return (bank transfer, PashaBank, PayPal) and specify the amount.
Write a comment, if necessary.
🗒 Every time you update deposit for a client, you may leave a comment and your client will receive a notification with an important message you’ve left for him.Click Continue and then click Close.
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