Click "Accounting" to navigate to the interface.

The Payload Deposit function will populate. The Deposit date can be typed or set by using the small calendar icon.

The Invoices Payments received for that Date will populate. Click on the checkbox in the corner to select all the payments to deposit.

The system will navigate to Undeposited Funds with the payments selected.

SELECT THE PAYMENTS INCLUDED IN THIS DEPOSIT
# of Linked Existing Payments: 3
Type
Journal Entry
Payment
Transfer
Ref No.
 
Search
	Received From	Date	Type	Memo	Ref No.	Amount

	Amy Agent (C)	05/06/2024	Payment			$20.00

	Amy Agent (C)	05/06/2024	Payment			$25.00

	Amy Agent (C)	05/06/2024	Payment			$22.00

	Anthony Morgan (C)	08/09/2024	Payment			$50.00

	Alisha Walker (C)	08/09/2024	Payment			$10.00

	Anthony Morgan (C)	08/09/2024	Payment			$495.00

	Leyland Knapic (C)	08/08/2024	Payment			$25.00

	Marianne Davidson (C)	08/08/2024	Payment			$25.00

	Alisha Walker (C)	08/08/2024	Payment			$25.00

	Andrew Agent (C)	08/08/2024	Payment			$25.00

	Anthony Morgan (C)	08/07/2024	Payment			$1,200.00

	(Name not specified)	08/05/2024	Journal Entry			-$198.00
Previous
1
2
3
4
5
…
14
Next
Total
$0.00
Selected Payments Total
$67.00

Use the small calendar icon to select the Date for the Deposit.

Verify that the Total Deposit amount matches the amount disbursed by Payload.

Click "Save" to record the Payload Deposit.

The Payload Invoice Payments will now be highlighted in yellow since they were deposited.

How to Record a Payload Deposit