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Create deposits


To record a deposit to a Flare bank account, do the following:

  1. Click Bank (1 below) in Flare’s main menu, then click the account dropdown menu (2) and click the name of the account where you’d like to record a deposit (3).

    Bank in Flare's main menu

  2. Click Create Deposit (4 below).

    Create deposit button

  3. Note that the deposit form is populated with the account name and transaction date (though they can be changed). Enter a reference number (5 below).

    Deposit form

  4. Select a chart of accounts category (6 above), select or create a payee on the fly (7), enter the deposit amount (8), select or create a tax on the fly (9) or choose “non-taxable” and enter an optional internal note (10).

  5. Click Save (11 above).

Learn how to apply a deposit to an invoice or invoices.

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