Add a Deposit for a Client

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1. A. Click on Actions

   B. Click on Add Deposit

From the proposal, open Actions and choose Add Deposit to begin recording a client deposit.

2. A. Select Payment Method

   B. Click on Payment Method*…

   C. Type Amount

Select the deposit payment method and enter the deposit amount in the form fields.

3. Click on Save

Click Save to record the deposit (optionally check the box to send a receipt).