Track When Deposits Are Paid

Track when deposits are collected by creating an Activity, and updating the status of the Activity. Activities can be quickly be displayed in Job and Calendar Views.

If you are using CounterGo, deposits can be tracked via the Payments function.

For more information on creating Activities, Job Templates, and saving Views, see Related Articles below.

  1. Create a new Activity called "Collect Deposit".Collect Deposits
  2. Edit your Job Template so the Collect Deposit Activity will appear automatically when you create a new Job.
    edit job template
  3. When a deposit is received, mark the Collect Deposit Activity "Complete".

    Mark activity complete

  4. Create a Job View to show only the Jobs where Collect Deposit was completed.
    create job view
  5. Save the View and for quick access to it later.

Related Articles