Deposit is the amount collected from the customer towards charges like subscription charges or hardware lease. Deposits screen is used to collect the deposit amount.
To enter deposit details:
On the Accounts module, click Deposits.
Retrieve customer or operational entity details. The corresponding details appear on the screen.
Note: Available credit balance is displayed only for external operational entities when Is Visible check box is selected in Layout screen.
Select
deposit code and date from respective drop-downs.
Note: The codes defined in Deposit
Code lookup are displayed in the Deposit Code drop-down.
Select plan and product from respective drop-downs.
Enter deposit amount, Lock in Period ( in months), and Notes in respective fields.
Click Save to save the deposit.
Note: By default, transaction date is value date if value date feature is enabled. Else, system date is displayed. You cannot post a transaction on other dates other than the value date and system date if value date feature is enabled.