Customer Portal - Making a Deposit

1. Deposit feature is enabled

   Once the deposit feature has been enabled for customers, it will be available to customers in their customer portal. In order to access this feature, customers will need to be assigned the accounts payable role.

   

2. Click "Deposit"

   Once logged into your customer account, navigate to the "Deposit" screen.

   

3. Fill in the details to make a deposit transaction

   Here, you can deposit a payment on your account. To make a deposit, enter the amount and add or select a payment method. There is also an optional note field if needed.

   

4. Click "Make Deposit"

   Click the "Make Deposit" button. Once that has been clicked and the system processes the deposit, you will see a confirmation screen and will also receive a email confirming that the deposit has been made.