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Task: Deposit Payment

When a payment is posted to a Bill and the payment is not marked as deposited within 10 days, DaisyBill generates a Deposit Payment task and assigns the task to a designated user.

The Deposit Payment task indicates the bill has a Bill Payment and the payment has been outstanding for 10 days or more. When the payment is received, complete the task one of two ways:

  1. From Bill
  2. From Undeposited Payments Page

From Bill

Step 1. From Bill, click ‘Deposit’

Step 2. Enter ‘Deposited’ date and click ‘Deposit Payment’

From Undeposited Payments Page

Step 1. On the navigation bar, click ‘Billing Providers’, then select a Billing Provider

Step 2. Click ‘Undeposited Payments’

Step 3. Select the payment(s) to mark deposited

Select multiple payments at once if deposited on the same day.

Step 4. Enter the ‘Date of Deposit’, then click ‘Deposit Payments’

This field accepts future dates in addition to current and past dates.

All done!

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