The Deposit Type page allows you to add, edit and remove different Deposit Types (e.g. Cash/Check, Credit Card, Direct Debit, Direct Credit etc).
The Deposit Type field appears on the following report:
Daily Bank Deposit Report
To access this page you will need to be logged into Penelope with a System Administrator account.
How to Add a Deposit Type
1. In the System Setup section select Billing.
2. In the Field Setup section select Deposit Type.
3. In the Active Values section click the Add link.
4. Enter a Value.
5. Click Save.
How to Edit a Deposit Type
1. In the System Setup section select Billing.
2. In the Field Setup section select Deposit Type.
3. In the Active/Inactive Values section click the name of the Deposit Type you would like to edit.
4. Edit the Value.
5. Click Save.
How to Make a Deposit Type Value Inactive
1. In the System Setup section select Billing.
2. In the Field Setup section select Deposit Type.
3. In the Active Values section click the minus (-) icon located next to the Deposit Type you would like to deactivate.
The Deposit Type will be moved to the Inactive Values section. If the Deposit Type is not in use it will be immediately deleted. This action cannot be reversed.
How to Make a Deposit Type Value Active
1. In the System Setup section select Billing.
2. In the Field Setup section select Deposit Type.
3. In the Inactive Values section click the plus (+) icon located next to the Deposit Type you would like to make activate.
