If a producer pays their deposit in person instead of online, you can record how it was paid directly on the job. This keeps the payment method on the platform instead of a separate paper log.
Getting There
Open the job and find the Deposit section. In the top right of that section, click the card icon.
Recording the Method
A menu will appear with two options: Cash and Check. Select whichever the producer used to pay their deposit.
A Note on Check Numbers
There isn't currently a field to log a check number alongside this. If you need that to reconcile against your bank statement, let your Customer Success contact know. It's already on our product team's radar as a follow-up.