Revenue: Managing a Deposit

Deposits keeps a record of all payments and refunds that have been made by customers into a bank account of one of a team’s programs.

A deposit is a portion of those payments and refunds, selected when the deposit was created and represented as a net number.

1. Click in the ribbon

2. Click Finance

3. Click Revenue

4. Click Deposits

5. Click on a deposit to view the deposit details, an audit trail, and comments

6. Click Transactions to view the payments and/or refunds included in the deposit

   • Click a hyperlinked payment method to view the associated payment or refund

7. Click and Download Export to download the deposit to your device