The Goal: Review previously created deposits and the individual payments that make up each deposit, with the ability to download the payments list for any deposit.
Before You Begin:
- To generate a comprehensive list of all deposits across a date range, use the Deposit Summary Report. See the Deposit Summary Report article for instructions on generating this report.
View Previous Deposits
- Go to Finance, Billing section, click All Deposits. A list of your previous deposits will be displayed.
- Click the hyperlink in the Count of Payments column to view the individual payments associated with a specific deposit.
- To download a list of the payments that make up a deposit, use the download option available from the deposit detail view.
Common Pitfalls
- Need a Full Deposit List Across Dates? The All Deposits page shows current deposits. For a historical summary or date-filtered deposit list, use the Deposit Summary Report rather than scrolling through the deposits page.