Deposit of post-dated checks

In order for the post-dated checks to be saved in your client's accounts as payment, you must manually proceed. Here is the procedure to follow in just a few clicks.

 

CLIENTS > ACCOUNTS

  • Deploy the OPERATIONS drop-down menu.
  • Click on $ Deposit post-dated checks.

Clients_-_Accounts_-_Deposit.jpg

 

You can proceed in 2 ways to cash in:

1. Select all clients by checking the Name box or select them individually by checking them.

You can use the search to do this and / or click on the headers to change the ranking of the clients in the list.

Click OPERATIONS and then click $ Cash in.

All selected checks will be cashed in.

Cash_in.jpg

2. For all desired clients, manually click on the Cash in Action.

You can use the search to do this and / or click on the headers to change the ranking of the clients in the list.

Cash_in_-_Actions.jpg

 

NOTE

This does not constitute a physical deposit of the checks. You must therefore deposit them yourself at your banking institution.

There is no validation. If the check is refused, you will be notified by your banking institution.

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