Where are deposits, refunds, and withdrawls?

Hi,

You may have noticed that the contact history displays 3 new things: deposits, withdrawals, and refunds.



A Deposit can be added in the following places

1.) In "Finances" --> "issued Invoices" you can select "Record Payment"



OR

2.) In "Finances" --> "Account Summary" you can select "Deposit" from the "Type" dropdown



A Withdrawal can be added in the following places

1.) Go to "Finances" --> "Expenses" and click "Record Payment" from the dropdown

2.) In "Finances" --> "Account Summary" you can select "Withdrawls" under the "Type" dropdown



A Refund can be added in at least the following places:

1.) Go to "Finances" --> "Paid Invoices" and select "Record Refund" from the dropdown

2.) Go to "Finances" --> "Account Summary" you can select "Refunds" under the "Type" dropdown

Kind Regards,
Geoff
Customer Support