Entering Cash Receipts from Clients - Deposits, Retainers, and Payments

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•Cash Receipt Payment Types and the Company Information A/R Payment Tab

 

•Recording Receipts into the Un-Deposited Funds Account and Processing Deposit Slips

 

•New Cash Receipt Window

 

•Editing a Cash Receipt

 

•Voiding a Cash Receipt

 

•Using the Apply Retainer Window

 

•Using Design Manager and Cayan/Merchant Warehouse to Post Credit Card Transactions