To record a deposit to a Flare bank account, do the following:
- Click Bank (1 below) in Flare’s main menu, then click the
(2) and click the name of the account where you’d like to record a deposit (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).
- 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).
Learn how to apply a deposit to an invoice or invoices.