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How to Create Deposits from Received Payments

Prerequisites: Payments
Alternatives: None See Also: Create Invoices
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In Symbient Opta, you can capture a deposit received directly from the Payment.

  1. After having created and saved an Payment with or without Items, select the Payment that you would like to capture the deposit for by clicking on Accounting > Accounts Receivable > Receive Payments and from the list of orders either.
    1. Click on the Pencil icon
    2. Check the box and select Edit
    3. Click the Payment Reference Number link
  2. On the Details tab of your Invoice, select the "Make Deposit" button.
  3. Symbient Opta will automatically open the Record a Deposit from Payment screen.
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