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General information
With the deposits, your agencies can prepay the services that they book. To access the deposit, on the Finance menu, click Deposit.
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Viewing the current status of the deposit
To Here you can also check the status of the customer’s deposit, click Deposit on the Finance menu:
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Updating the deposit
If an agency uses an e-commerce online payment system for transferring a certain amount from a credit card to you, this fact is immediately showed in the system. However, if the agency uses a bank transfer to pay you, you should register this in the system by placing a respective amount to its deposit. To do
that:
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Note: When the Withdraw funds from the deposit option is selected, the funds are not retrieved by
the e-commerce payment system or a bank automatically. Therefore, make sure that the payment
has been indeed made before selecting this operation in the system.
Invoice payment from the deposit
Agency’s deposit charge-off is carried out according to the rules which are set in the payment plan for this agency (in contract settings).