Add Cash Receipt Payment

You can add cash receipt payments from several locations in Treasury. Each method described below ensures the payment is associated with the deposit automatically.

  • From an open deposit record, select Add payment from the record toolbar.

  • From the Deposits list page, select Add payment from the context menu next to the deposit to which you want to add the payment.

  • From the Add deposit screen, you can select Save & add payment.

Note: To add or view cash receipt payments, you must have Cash receipts enabled, as well as security rights to cash receipt payments and deposits.