Customer Portal - Deposits

The Deposits module helps users effectively manage and track deposit transactions. This module provides a centralized view of all deposits, enabling users to monitor financial activity with ease and precision. Whether you're tracking deposits by date or status, this module offers a range of tools and filters to ensure that you have full control over your financial records.

Deposits Module Fields

Field	Description
Deposit#	The field displays the unique identifier number assigned to the deposit.
Date	This field shows the date when the deposit was recorded.
Status	This field indicates the current state of the deposit.
Total	This field displays the total amount of the deposit associated with the customer. This represents the full value of the deposit.
Unused	This field displays the remaining amount of the deposit that has not yet been applied to any invoices. This field shows the portion of the total deposit that is still available for future use.

Deposits Module Filters

The Deposits module in the customer portal includes a range of filters that allow users to refine and tailor the display of deposit data according to specific criteria.

To access the filters, click on the "Grid" icon located at the top-left corner of the module.

Once the filters panel is open, you can use the following options:

• Date Filter: Use this filter to search for deposits recorded within a particular time frame. Users can set a start and end date to view deposits recorded within that period, making it easy to track financial activity over specific intervals.

After setting the desired filter criteria, click on the "Apply" button to apply the filters and refresh the deposit data accordingly.

Additionally, you can also filter the credits by status. Select the status of the deposits from the "Status" dropdown and hit the "Refresh" icon to filter the results.

Credits Module Options

• Print: This option allows you to print and download the selected deposits.

Header Level Icons

• Refresh: This functionality empowers users to refresh search results based on selected criteria, ensuring that the displayed information is always up-to-date.

• Save: Save feature enables users to preserve any updated user interface (UI) settings, ensuring a personalized and consistent experience during future interactions with the module.

• Columns: All the columns available for the module are listed under this icon. You can use this option to hide or add the columns and tailor the module view as per your requirements.

• Download: This versatile feature allows users to export and download data in various file formats, providing a summarized overview for quick reference. Options include CSV, TXT, MS-Word, MS-Excel, PDF, and MS-Excel(.xlsx), catering to diverse user preferences and use cases.