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