The Trust Deposit Slip can be created in Smokeball Billing when you receive cheque or cash deposits that need to be presented at your Bank.
Example:
- Enter all relevant cheque or cash deposits
- Navigate to the Accounts tab
- Click on the Deposit Slips tab
- Click Create Deposit Slip
- Select the date range for transactions that you want to view
- Tick all transactions that need to be banked
- Enter the Deposit Date, if different to today
- Click Process
- Click on your Deposit Slip to generate it - you can download or print the PDF version to take with you to the Bank
- Click on the '...' to View, Edit, or Delete the Trust Deposit Slip
Tips
- Edit the Trust Deposit Slip after you have receipted your trust monies to add the Reference Number
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