Page 3 - How do I Create Customer Deposits with ePay

Creating Customer Deposits with ePay

Add Attachments

1. Click the Add Attachment
button.

2. Click the Choose File button to

4 browse for the document.
1 2 3. Click the Upload button.

4. Optional: Add a Description.
5 3
5. Click the OK button to return
to the Payment Information
page and finalize the payment.

Enter the Customer and Invoice Reference

The Regular Deposit page is displayed.
1

 The Apply
Payment link will
take you directly to
2 the Payment
Worksheet after
you’ve saved the
deposit.

3
4

5

1. Click the Payments tab.

2. Enter the Customer ID.

3. The Qual Code defaults to I (Invoice). Invoices are typically referenced for Customer Payments.

4. Optional: Enter the Invoice ID in the Reference field if known.

 This will flag the item being paid on the Payment Worksheet.
 Alternatively, you can just manually select the item being paid once in the Payment Worksheet.
5. Click the Save button.

Page 3 of 5
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