Deposit Management Overview

Manage deposits on the contract level with ease by sending deposit reminder emails, recording payments and even capturing an image of each cheque, bank draft, etc.

While users with conveyancing permissions may choose to manage deposits on a project level (See Deposit List Overview for more information), all users can also manage deposits on the contract level. See the articles below for details on each process, or watch the video tutorial for an overview of each.

• Adding Deposits & Deposit Structures on a Contract
• Editing a Deposit on a Contract
• Deleting a Deposit on a Contract
• Recording a Deposit Payment on a Contract
• Editing a Deposit Payment on a Contract
• Deleting a Deposit Payment on a Contract

Watch the Video Tutorial!